Travis Fago, Independent Financial Advisor
Travis has been in the investment industry since 2001. Before founding Fago Wealth Management, Travis worked with two major Wall Street firms, including Merrill Lynch and Morgan Stanley Smith Barney. Travis has always been an entrepreneur at heart and is proud to be an independent financial advisor with LPL Financial. A native of San Diego, Travis works with affluent professionals, retired individuals, executives and athletes within the Action Sports Industry. He focuses on wealth management, financial plan implementation and investment strategy. His emphasis is asset allocation, risk management, and tax minimization. Travis holds the series 7, 63 and 65 through LPL Financial, as well as, a CA life insurance license, with long-term care.Travis believes that successful wealth management strategies look at the big picture. He establishes deep and valued relationships with his clients to truly learn what their needs and aspirations are. He then helps his clients organize and establish objectives, strategies, implement solutions and reviews progress on an ongoing basis. He stresses a disciplined, long-term approach to investing based upon his clients’ specific financial needs and risk tolerance.
Travis loves spending time with his wife, Amy and their three children, Avenleigh, Jett, and Niyah. He also enjoys surfing, snowboarding and anything to do with the outdoors. However, most of his free time is spent training and competing in Brazilian Jiu Jitsu. A lifetime Martial Artist, Travis is a Brazilian Jiu Jitsu Black Belt and a 4th Degree Black Belt in American Freestyle Karate. In 2012 Travis was a Gold Medalist in both the Abu Dhabi San Diego Jiu Jitsu Trials and the Brazilian Jiu Jitsu Pan Championships. In 2014 he was a Silver Medalist at the Pan Championship and then after taking a break from competition due to some injuries, Travis came back in 2016 and became a World Champion by taking Gold at the Brazilian Jiu Jitsu World Masters tournament in his respective belt rank, age and weight division.
CA Insurance Lic#0D29634
Amy is the Executive Assistant of Fago Wealth Management, Amy maintains and oversees all the administrative duties for our office. A graduate from Point Loma Nazarene University, Amy earned her degree in Management Organizational Communications in 2004. Before joining Fago Wealth Management, Amy worked ten years in the financial industry with major firms including; Wells Fargo Bank, MassMutual & Alliance Bernstein. Amy’s varied background in the industry provides a perfect fit for the Fago Wealth Management Team.