Travis Tsukayama, CFP®

 

Investment Adviser Representative

808-521-4015 x 3

 

Travis joined our firm in 2015 after graduating from UH Manoa with dual degrees in Finance and Economics.  Travis quickly stepped into his role as advisor and enjoys clients reach their financial goals.  He also handles our firm’s trading functions and is helping to develop new capabilities for the future.   He enjoys working out at the gym, reading and hiking.  Like Les, Travis enjoys University of Hawaii sporting events.

 
Professional Designation:
  • CFP® CERTIFIED FINANCIAL PLANNERTM  Professional
Educational Background:
  • Bachelor of Business Administration, Finance, UH Shidler College of Business 
  • 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®)
  • 2019 Director, FPA of Hawaii
  • Delta Sigma Pi, Professional Business Fraternity