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.  As the Director of Investment Management, Travis leads the way in providing financial guidance for our clients.  He earned the Certified Financial Planner or CFP® professional designation near the start of his career, and has also achieved the internationally-recognized Chartered Financial Analyst or CFA®  charter by passing all three challenging exam levels.  He is the most recent past president of the Hawaii chapter of the Financial Planning Association.  Travis was born and raised in Hawaii, and frequently visits Japan along with 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 is also a YouTube creator!  Search for his name to see his fun and eduational videos on important financial topics.

 
 
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