Travis McShane, CFA, CFP®

Financial ADVISOR | PARTNER

As a financial advisor, Travis enjoys coming alongside individuals and families to help them steward their resources well. He enjoys navigating the complexities of personal finances, capital markets, investments, taxes, and all the surrounding subject areas to help his clients maximize the opportunities available to them.

Travis got started in the financial services industry after a chance financial planning class at Cal State Fullerton. He went on to work at JPMorgan Chase before finding his home at Eclectic Associates. Today, his responsibilities include developing financial plans with clients, researching investments, building strong relationships with clients, and many other duties. As a CFP® and CFA® professional, he has expertise in financial, retirement, and tax planning, as well as investments.

Travis and his wife, Rebekah, live in La Habra, where they raise their three kids and attend the Grace Evangelical Free Church of La Mirada.

Education and Designations
B.A., Finance, Cal State University, Fullerton
CERTIFIED FINANCIAL PLANNER® Professional, CFP Board of Standards
Chartered Financial Analyst®, CFA Institute

Memberships
Past President, Financial Planning Association (FPA), Orange County
Member, National Association of Personal Financial Advisors (NAPFA)
Past Board Director, Rotary Club of Fullerton