Travis McShane, CFP®

Financial Planner

Travis joined Eclectic Associates in 2010 and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2013. Travis is currently pursuing the Chartered Financial Analyst® (CFA®) designation and recently took the Level II exam.

Travis is a graduate of California State University, Fullerton where he graduated magna cum laude with a bachelor’s degree in finance. He went on to complete his CFP® coursework at the University of California, Irvine.

Travis is active in his church, EV Free Fullerton, where he serves on the 5PM service leadership team, as a community group facilitator, and on the connections team at the 5PM service.

Outside of work, he enjoys surfing, playing basketball, rooting for the Lakers, and spending time with friends and family.