C. Travis Gray is a co-founder and Managing Partner of Northwest Financial Group, LLC. He is a United States Marine Corps veteran, is a CERTIFIED FINANCIAL PLANNER™ Professional. He has been assisting clients work towards their financial goals since 1997. Recognized for his disciplined, conservative approach to investing and wealth management, Travis creates uniquely personal and structured portfolios that are specifically targeted to both the client’s goals and values.
Utilizing a generally conservative technique to investing, Travis and the other Managing Partners of Northwest Financial Group, LLC have developed an Advance and Protect risk management strategy that is built on sound investment insights, independent thinking, and a disciplined approach to wealth building and management. He can present a wide range of financial options, including risk management, income generation, fixed-income and retirement planning.
Travis holds Series 7, 24, & 63 Securities Registrations with LPL Financial. He also holds an Oregon Health & Life Insurance license.
Travis is an Oregon native who enjoys the outdoors, and spending time with his wife, Kristy, and their two children.
Travis offers Securities, Asset Management, and Advisory services through LPL Financial, a Registered Investment Advisor. He also offers Financial Planning services through Financial Advocates Advisory Services, a Registered Investment Advisor.
*No strategy ensures success or protects against a loss