Profile of Travis Tazawa
Travis Tazawa is the Investment Adviser Representative, Hawaii Operations for the Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country.
Travis works with clients in the areas of wealth management, retirement planning, and insurance services. He has earned his CERTIFIED FINANCIAL PLANNER™ professional designation, which helps him develop comprehensive financial strategies for future potential clients/customers.
Travis has passed the Series 63 and 65 securities exams, holds life and health insurance licenses in Hawaii and is registered as an Investment Adviser Representative. He is also a consistent member of the Million Dollar Round Table, which is an independent association of the world’s leading life insurance and financial services professionals.
Travis entered the financial services industry in 2009 as an insurance agent with Bankers Life and Casualty. A year later, he joined Milestone Wealth Management. He graduated from Pacific University with a bachelor’s degree in business administration and management, with a concentration in accounting and a minor in economics.
Travis is dedicated to promoting financial literacy in Hawaii and regularly volunteers to share with the community. Through the Foundation for Financial Education, Milestone Wealth Management provides complimentary financial seminars to community members.
In his free time, Travis likes perfecting his golf swing.