Broker Check
Travis Simas, CFP®, CRPC®

Travis Simas, CFP®, CRPC®

Financial Planner

Travis is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Retirement Planning Counselor™. He joined our team in 2017 with a passion for helping individuals with their financial goals and aspirations. Travis provides a holistic approach to financial planning, assisting clients in retirement accumulation and distribution phases while delivering customized solutions unique to each individual. A graduate of the University of Nevada, and former professional baseball player, Travis enjoys outdoor activities, music, and spending time with his family. He resides in Rancho Murieta, CA, with his wife Chelsea and two children Emmy Lou and Hank.

Fun Facts:

  • What is a special memory from your childhood?
    Growing up in the country. I was able to run around, get dirty, and visit my grandparents just down the road.


  • Do you have any hidden talents?
    Playing drums in a country/southern rock band.


  • What is your proudest accomplishment?
    Getting married and having children.


What do I enjoy most about being a financial planner?

What I enjoy most about being a financial planner is having true impact on my clients’ lives. Long-lasting professional relationships are important to me, and I love it when I see the “aha” moments with clients after going through our planning process with them and continuing to monitor their plan each year.