Travis Tsukayama, CFP®, CFA®

 

Owner & Director of Investment Management 

CERTIFIED FINANCIAL PLANNERTM Professional

808-521-4015 x 3

Travis joined Andrews Advisory Associates, LLC in 2015 after graduating from UH Manoa with dual degrees in Finance and Economics. He is an owner of the firm along with his partner Christina. Travis earned his Certified Financial Planner or CFP® designation and has passed all three levels of the internationally-recognized Chartered Financial Analyst exam earning him the CFA® designation as well. He is President of the local chapter of the Financial Planning Association, covering the state of Hawaii.  Travis was born and raised in Hawaii, and frequently visits Japan and other world destinations. Outside of the office, Travis enjoys working out at the Pacific Club, reading, hiking and being a big supporter of UH sports. He also creates fun and educational videos on financial topics. Find him on our YouTube channel Andrews Advisory Associates, LLC.

 
 
Professional Designations:
  • CFP® CERTIFIED FINANCIAL PLANNERTM  Professional
  • CFA® CHARTERED FINANCIAL ANALYST ®
Educational Background:
  • Bachelor of Business Administration, Finance and Bachelor of Arts, Economics, University of Hawaii Manoa, Honolulu
Registration:
  • Series 65, Investment Adviser Representative, CRD #6705780
Affiliations:
  • Certified Financial Planner Board of Standards, Inc., #257992
  • Financial Planning Association (FPA®)
  • FPA of Hawaii (2019-2022, Director; 2023 President)
  • Hawaii Estate Planning Council
  • CFA® Society of Hawaii