Our Qualifications

Travis K. Munro began his path to becoming a financial planner in San Antonio, Texas at Trinity University.  He earned a Bachelor of Science in Business Administration degree with concentrations in Finance and Accounting and a minor in Economics during his four years on campus.  While studying, Travis participated in NCAA football and baseball for Trinity.  Playing different roles on these successful teams has helped him in his career as he strives to become an integral part of his client's team of advisors.  He is able and willing to be the point person for all of a client's financial needs or simply play the role of investment manager.

Travis has been helping clients in their pursuit of financial security since 2001.  Since entering the business, he has strived to further his education and knowledge of the industry by accumulating multiple FINRA licenses as well as the coveted CERTIFIED FINANCIAL PLANNER (TM) designation.  Travis currently holds FINRA Series 6, 7, and 63 licenses in addition to being qualified as an Investment Adviser Representative (often referred to as IAR).  He also is a licensed insurance agent with the state of Texas.  This unique combination of licenses gives Travis a number of opportunities and possible solutions to address a client's financial needs on their path to financial security.HiHiiisdhifasdharrrrrsaidv832p92833sfgarrr,,., CFP®CC CFP®