🔓 Unlock the full profile of Travis Penfield (49 Financial), including verified contact details, financial insights, and professional associations.
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Email: tra*****@49f******.com
Mobile: 82536*****
Estimated Net Worth 💰 : ₹0 – ₹500+ Cr (approx. $0 – $60M)
Key Insights You Should Know About This Individual
- Travis Penfield is the Founder and CEO of 49 Financial, which was established in October 2019 in Austin, Texas.
- Prior to founding 49 Financial, Travis served as the Founder and CEO of 49 Financial at AXA Advisors from June 2015 until October 2019.
- Travis began their career as a Financial Professional at AXA Advisors, where they worked from January 2012 to January 2015.
- Before entering the financial services industry, Travis held the position of Business Technology Analyst at Deloitte Consulting, LLP from May 2010 until August 2012.
- Under Travis's leadership, 49 Financial has achieved significant growth, with a reported twelve-month headcount growth of approximately 15.2% and a twenty-four-month growth of about 11.4%.
- 49 Financial has established a notable presence in the financial advisory sector, with a comprehensive service offering aimed at assisting clients in financial planning and wealth management.
- The organization operates with a client-centered approach, focusing on personalized financial strategies to meet diverse client needs.
- Travis's transition from AXA Advisors to founding 49 Financial illustrates a commitment to fostering independence in financial advisory practices.