Rizza Financial Group of Wells Fargo Advisors

Focus
I provide high-level client service to individuals, families, and trusts ranging from the casual investor to ultra-high-net-worth clientele. My goal is to maintain a constant focus on our clients, putting my experience and the firm’s technology to work on their behalf.”

Background and experience
Travis began his career in Wealth Management in June 2006 with the Merrill Lynch Private Bank and Investment Group (PBIG) in San Francisco. Since then, he has served in several financial professional roles while performing a wide variety of tasks in service to the client’s wealth management needs. Travis joined Wells Fargo Advisors in 2019.
 
Travis provides high-level client service to individuals, families and trusts ranging from the casual investor to ultra-high-net-worth clients. In the past, his experience and service included tracking the performance of 100-plus advisory accounts, as well as specializing in the completion of customized monthly client reports. He managed his team’s 10b5-1 Trading Plan program where he created, implemented and executed 10b5-1 Trading Plans for some of Silicon Valley’s largest company executives. Currently, he is responsible for opening, closing and transferring client accounts and completion various daily administrative duties. He also acts as a branch liaison to upper management among several other duties.

Travis currently holds his FINRA Series 7 and 66 securities registrations. He graduated from the University of San Francisco with a B.A. in Politics and a minor in Business.