This is your opportunity to work with me one-on-one to improve your financial life today
I’m Travis Allen, Certified Financial Planner™, and your former California State Assemblyman and candidate for Governor of California.
As you know, I ran for public office to fix the many financial and other problems facing California. I knew what they were and how to fix them.
In my time in office I did everything I could to help the people of California at the state level. Now I am making my professional services available publicly to help you and your family personally.
I started the Wealth Strategies Group in 2001 as an independent financial advisory firm to transform my passion for Conservative Wealth Management into innovative financial solutions for our clients. Our mission is to help:
Grow Your Assets
Grow your assets with cutting edge research and best in class investments
Protect Your Wealth
Protect your wealth with comprehensive financial planning and expert guidance.
Create Your Legacy
Create your legacy that you can pass on to your family and loved ones.
If you’re looking for Independent Certified Financial Planner™ Professionals that put your interests first, answer your questions about how to best secure your financial future, and protect what you’ve worked so hard to achieve for yourself and your family, then schedule a phone or in-person appointment to talk to us today.
I’m personally looking forward to helping you live the life you want.
Travis Allen
Certified Financial Planner™
President, Wealth Strategies Group