Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Travis J. Barr
- First Vice President - Investments
With over two decades of dedicated experience in personal wealth management, Travis embarked on his journey with Wells Fargo Advisors in August 2014, bringing a wealth of knowledge and expertise to the table. As a seasoned Financial Advisor, Travis is committed to fostering and nurturing client relationships within the esteemed Barr Cisneros Group of Wells Fargo Advisors. His primary focus revolves around crafting and executing tailored risk management strategies in collaboration with clients and their legal and tax advisors, ensuring that client assets are strategically positioned for long-term growth and financial security.
In addition to his comprehensive wealth management services, Travis is deeply passionate about providing compassionate support to widows and widowers during what can be an exceptionally challenging time. Recognizing the unique needs and concerns of those navigating life after the loss of a spouse, Travis offers empathetic guidance and specialized financial solutions to help ease the burdens and uncertainties associated with such a profound transition.
Travis's extensive professional background spans over a decade at Merrill Lynch, where he honed his skills and expertise in the intricacies of financial advisory services. Prior to his tenure at Merrill Lynch, Travis also made significant contributions to the Risk Advisory Practice at one of the prestigious Big Four accounting firms, further solidifying his reputation as a trusted and reliable financial expert.
With a steadfast commitment to excellence and a passion for delivering personalized financial solutions, Travis is dedicated to empowering his clients to navigate the complexities of wealth management with confidence and clarity. Through his unwavering dedication and comprehensive approach, Travis strives to provide unparalleled support and guidance, helping his clients achieve their financial goals and aspirations while offering a compassionate hand to those facing life's most challenging moments.
FINRA Series 3 - Commodities & Futures
FINRA Series 7 - General Securities
FINRASeries 9/10 - General Securities Sales Supervisor
FINRA Series 31 - Futures Managed Funds
FINRA 66 - Uniform Combined State Law
CA Insurance (Lic.#0E30777)
Resident State: CA
In addition to his comprehensive wealth management services, Travis is deeply passionate about providing compassionate support to widows and widowers during what can be an exceptionally challenging time. Recognizing the unique needs and concerns of those navigating life after the loss of a spouse, Travis offers empathetic guidance and specialized financial solutions to help ease the burdens and uncertainties associated with such a profound transition.
Travis's extensive professional background spans over a decade at Merrill Lynch, where he honed his skills and expertise in the intricacies of financial advisory services. Prior to his tenure at Merrill Lynch, Travis also made significant contributions to the Risk Advisory Practice at one of the prestigious Big Four accounting firms, further solidifying his reputation as a trusted and reliable financial expert.
With a steadfast commitment to excellence and a passion for delivering personalized financial solutions, Travis is dedicated to empowering his clients to navigate the complexities of wealth management with confidence and clarity. Through his unwavering dedication and comprehensive approach, Travis strives to provide unparalleled support and guidance, helping his clients achieve their financial goals and aspirations while offering a compassionate hand to those facing life's most challenging moments.
FINRA Series 3 - Commodities & Futures
FINRA Series 7 - General Securities
FINRASeries 9/10 - General Securities Sales Supervisor
FINRA Series 31 - Futures Managed Funds
FINRA 66 - Uniform Combined State Law
CA Insurance (Lic.#0E30777)
Resident State: CA
Contact
Marco A. Cisneros
- Senior Vice President - Investments
Since 2003, Marco has worked in the financial services industry helping individuals and businesses manage their finances. Joining Wells Fargo Advisors as a Financial Advisor in August 2014, he manages the daily servicing of existing client relationships and implementation of clients' goals-based wealth management strategies for the Barr Cisneros Wealth Management Group. Marco focuses on retirement income solutions, portfolio construction, and insurance planning. Prior to joining Wells Fargo Advisors, he worked at Merrill Lynch / Bank of America as a Financial Advisor for over 7 years and as a Finance Coordinator at the Orange County Museum of Art.
Marco received his B.S. in Finance, Real Estate, and Law from California State University at Long Beach. He served as a Board Member with the Cerritos College Foundation for three years. Both Southern California natives, he and his wife, Rosalind, enjoy traveling and are active with various charities here in the United States and abroad.
Marco currently holds the following registrations and professional designation:
CFP® CERTIFIED FINANCIAL PLANNER™
Series 7 - General Securities
Series 66 - Uniform Combined State Law
CA Insurance (License # 0E42412)
Resident State: CA
Marco received his B.S. in Finance, Real Estate, and Law from California State University at Long Beach. He served as a Board Member with the Cerritos College Foundation for three years. Both Southern California natives, he and his wife, Rosalind, enjoy traveling and are active with various charities here in the United States and abroad.
Marco currently holds the following registrations and professional designation:
CFP® CERTIFIED FINANCIAL PLANNER™
Series 7 - General Securities
Series 66 - Uniform Combined State Law
CA Insurance (License # 0E42412)
Resident State: CA
Contact
Tamara "Tami" L. Gonzalez
- Client Associate
Tami Gonzalez brings over a decade of invaluable experience to her role as a Client Associate for the esteemed Barr Cisneros Group of Wells Fargo Advisors. Since joining the firm in 2008, Tami has played a pivotal role in supporting financial advisors in managing and expanding their practices, contributing to their success with her exceptional skills and dedication.
In 2016, Tami found her true calling when she became a part of the Barr Cisneros Group, where she focuses on elevating the client experience through meticulous attention to detail and unwavering commitment to excellence. Her responsibilities encompass all facets of client servicing and day-to-day operations, ensuring seamless and efficient processes that enhance client satisfaction and trust.
A Southern California native, Tami's roots run deep in the community she serves. Outside of her professional endeavors, she finds fulfillment in volunteering her time to help the Elite Private Soccer Training Program alongside her husband, Joe, and cherishes precious moments with her son, Brody. Tami's passion for fitness and nutrition drives her to lead a balanced and healthy lifestyle, reflecting her holistic approach to both her personal and professional endeavors.
With her wealth of experience, unwavering dedication, and genuine passion for client care, Tami Gonzalez continues to make a positive impact within the Barr Cisneros Group, enriching the lives of clients and colleagues alike with her invaluable contributions and steadfast commitment to excellence.
In 2016, Tami found her true calling when she became a part of the Barr Cisneros Group, where she focuses on elevating the client experience through meticulous attention to detail and unwavering commitment to excellence. Her responsibilities encompass all facets of client servicing and day-to-day operations, ensuring seamless and efficient processes that enhance client satisfaction and trust.
A Southern California native, Tami's roots run deep in the community she serves. Outside of her professional endeavors, she finds fulfillment in volunteering her time to help the Elite Private Soccer Training Program alongside her husband, Joe, and cherishes precious moments with her son, Brody. Tami's passion for fitness and nutrition drives her to lead a balanced and healthy lifestyle, reflecting her holistic approach to both her personal and professional endeavors.
With her wealth of experience, unwavering dedication, and genuine passion for client care, Tami Gonzalez continues to make a positive impact within the Barr Cisneros Group, enriching the lives of clients and colleagues alike with her invaluable contributions and steadfast commitment to excellence.