Travis
McEuen

CFP®

Request an appointment
Travis McEuen

Here to act in your best interests

About me

When I was growing up, finances were rarely discussed at the dinner table. Being the first in my family to go to college, I knew I wanted to break that stigma. Educating families and helping them achieve their financial goals will always be at the forefront of why I am a financial planner. I love the wide range of people and families I get to help in this profession. When I am not in the office, I am either on my bicycle, cooking or spending time with my wife at a coffee shop.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, St. Mary's College of California

Request an Appointment

Visit one of our Locations

San Francisco II - Danville

370 Diablo Road
Suite 201
Danville, CA 94526

Explore location

Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Retirement & Estate Planning

Estate planning guide

Market Insights

Everyday Wealth, Everyday Insights

Financial Planning & Investing

Why the S&P 500 may fail as your portfolio’s benchmark

Financial Planning & Investing

Meet your chief investment officer

Financial Planning & Investing

Many couples don’t discuss their finances in depth

Insurance

7 types of insurance policies you do and don’t need

Market Insights

April Market Insights

Financial Planning & Investing

Growth vs value stocks: Which is better for your portfolio?

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.