Travis Tracy Email & Phone Number
Partner | Lead Financial Planner @ Fortitude Financial Planning, LLC
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Travis Tracy Location
- Raleigh, NC, US
Travis Tracy Work
- 2020 -now Partner | Lead Financial Planner @
Travis Tracy Education
- College for Financial Planning
Certified Financial Planner (CFP)
2015-2018 - Guilford College
Bachelor's of Science
2009-2013
Travis Tracy Skills
- Financial Services
- Retirement Planning
- Microsoft Office
- Customer Service
- Public Speaking
- Microsoft Excel
- Long Term Care Insurance
- Fixed Annuities
- Retirement
- Microsoft Word
- Term Life Insurance
- Event Planning
- Leadership
- PowerPoint
- Team Leadership
- Management
- Finance
- Social Networking
- Research
- Whole Life
- Property & Casualty Insurance
- Personal Finance
- Personal Budgeting
- Property and Casualty Insurance
Travis Tracy Summary
- Travis Tracy, based in Raleigh, NC, US, is currently a Partner | Lead Financial Planner at Fortitude Financial Planning. Travis Tracy holds a 2015 - 2018 Certified Financial Planner (CFP) @ College for Financial Planning. With a robust skill set that includes Financial Services, Retirement Planning, Microsoft Office, Customer Service, Public Speaking and more. Travis Tracy has 2 emails and 2 mobile phone numbers on RocketReach.
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