Travis has been licensed in the insurance industry for over 16 years. Growing up in the retirement planning business, Travis followed his father’s footsteps, picking up his dad’s best practices along the way. Travis believes these years proved to him the importance of client relationships.

“I love connecting with my clients and building rapport. Some of my appointments have lasted as long as four hours,” he said, laughing. “I’m told I’m like family to some of my clients.”

Travis believes in taking the time to make sure his clients understand the investment subjects before them and which options provide the best fit for their retirement plan. His investment philosophy stresses that it’s not what you make, but what you keep, promoting a safety-first approach with various strategies for growth. The new company that Travis has founded, Ivanoff Wealth Management Inc., offers clients an even deeper understanding of investment strategies.

Travis resides in Cypress, Calif. He is the vice president and development director for Pacific Coast Youth Foundation, a nonprofit for at-risk youth in Orange County that began as a memorial to his cousin Ernie.

Travis enjoys snowboarding, surfing, camping, fishing, and golf in his free time. He and his wife welcomed their second daughter together in October of 2023. They also have a golden retriever named Baloo.