Travis McShane, CFP®, CFA
As a financial advisor, Travis McShane enjoys a career that is very broad yet nuanced and provides him with the opportunity to help our clients over long stretches of time. He finds it gratifying to really get to know clients, encouraging them and growing with them along the way. Travis particularly enjoys working with busy families, crafting the financial and investment strategies that can help them move toward their goals, such as a comfortable retirement and college for the kids.
Travis got started in the financial services industry after a chance financial planning class at Cal State Fullerton. He went on to work at JP Morgan Chase before finding his home at Eclectic Associates. Today, his responsibilities include developing financial plans with clients, researching investments, and managing technological matters at the firm. 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 and are regular attendees of EvFree Fullerton church. Travis, who still plays basketball at local Brea community league, loves the sport and avidly follows the Lakers. He also enjoys surfing, Maui, and Taco Tuesday.
Education and Designations
B.A., Finance, Cal State University, Fullerton
CERTIFIED FINANCIAL PLANNER™ Professional, CFP Board of Standards
Chartered Financial Analyst®, CFA Institute
Board Member, Financial Planning Association (FPA), Orange County
Member, National Association of Personal Financial Advisors (NAPFA)
Member, Rotary Club of Fullerton