Travis L. White
Vice President / Senior Financial Advisor
(707) 230-6525
travis.white@oculusfg.com
Travis has been a resident of Petaluma for more than 20 years. He has been humbly married to his beautiful bride since 2002 and is a proud father of three children. Two of those children are adults and the third is keeping him young at home while she attends middle school. Also keeping him young is the family English bulldog, Daisy Mae.
Travis’s father was in the military and Travis lived in exotic places growing up such as Guam and less exotic places like Wisconsin and Texas. After graduating high school, Travis joined the US Army himself and was stationed in both Colorado and Alaska.
After leaving the Army in 1992, he moved directly into the field of Finance. He has held many roles in the finance field working primarily for banks but considers his most rewarding work to be his current role as an independent Financial Advisor / Wealth Manager. Travis happily helps select clients across the country define and realize their financial goals and dreams. Travis also sits on the Board of Directors at the Petaluma Arts Center.
Travis can be reached at 707-230-6525 or at travis.white@oculusfg.com
Securities offered through Kestra Investment Services, LLC. (Kestra IS), member
FINRA/SIPC. Investment advisory services offered Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Oculus Financial Group is not affiliated with Kestra IS or Kestra AS.
www.kestrafinancial.com/disclosures
156 Diablo Road, Suite 210,
Danville, CA 94526
765 Baywood Drive, Suite 336,
Petaluma, CA 94954