Senior Vice President - Investment Officer
Travis Tam, CFP®
Travis joined The Altheide Tam Financial Group of Wells Fargo Advisors in April, 2016.
Immediately after graduating from the University of California Santa Barbara - UCSB - in 2001, with a BS in Business Economics and a minor in accounting, Travis began his career at Bank of America, working in the back office of their currency options department. Very soon after, he was promoted to the institutional equity trading floor with Bank of America Securities.
In 2005 Travis decided to advance his career into personal wealth management, and soon after he transitioned to AXA Advisors. There, Travis began providing financial planning and investment services to his clients. In 2008 he was promoted to a Divisional Vice President - just three years after being hired. While a Divisional V.P., Travis was responsible for hiring new advisors and managing client relationships. As well, soon after, he acquired the CERTIFIED FINANCIAL PLANNER™ or CFP® certification. This certification requires the completion of extensive course work and rigorous testing in the areas of: Asset management and allocation, retirement planning, estate planning, insurance, taxation and risk management.
Travis, who is from the East Bay and lives in Danville, is at his very core a family man. When he's not in the office, you'll likely find him with his wife Teresa and sons Tyler and Tyson. In addition Travis enjoys golf, music, volunteering his time to coach youth sports and travelling with his family.
California Insurance License #: 0E73309. Resident state: CA.