Travis Dougherty
Partner | One Pacific Financial Strategies at One Pacific Financial Strategies | Portland, Oregon Metropolitan Area
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Travis Dougherty serves as a Partner at One Pacific Financial Strategies, where he leverages his extensive expertise in personal financial planning and investment advisory services to guide clients in achieving their financial goals. With a strong foundation in life insurance and securities, Travis is authorized to conduct business in Oregon and potentially other states, ensuring compliance with regulatory standards. His role as a Registered Representative and Investment Advisor Representative with OneAmerica Securities, Inc. allows him to offer a diverse range of financial products, including variable life insurance, fixed annuities, and irrevocable life insurance trusts, tailored to meet the unique needs of his clients.
Travis is particularly adept at coaching clients through the complexities of financial decision-making, utilizing his skills in negotiation and relationship building to foster trust and transparency. His commitment to personal financial planning extends to specialized areas such as college education planning, where he helps families strategize for future educational expenses. Currently, he is involved in key projects that focus on enhancing client education and engagement, ensuring that individuals and families are well-informed about their financial options.
In addition to his client-facing responsibilities, Travis plays a pivotal role in recruiting and mentoring new financial professionals at One Pacific Financial Strategies, sharing his knowledge and experience to cultivate a new generation of advisors. His passion for the industry and dedication to client success position him as a valuable asset to both his clients and the firm, making him a trusted partner in navigating the financial landscape.
Partner | One Pacific Financial Strategies at One Pacific Financial Strategies in May 2023 to Present
Director of Sales - Mass Mutual of Oregon at MassMutual in August 2022 to April 2023
Business Development Manager - West at Lincoln Financial Network in June 2020 to August 2022
Regional Director at Lincoln Financial Advisors in January 2017 to June 2020
Managing Principal at Lincoln Financial Advisors in May 2015 to December 2016
Regional Vice President at Midland National Life in February 2013 to April 2015
Financial Advisor at Edward Jones in June 2012 to February 2013
Regional Life Specialist at Lincoln Financial Distributors in July 2008 to May 2012
Financial Advisor at Bank of America in December 2005 to July 2008
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Estate Preservation Planning
Investment Products
Fee-based Financial Planning
Advanced Planning
Leadership
Coaching
Wealth Management
Trusts
Retirement Planning
Life Insurance
Universal Life
Term Life Insurance
Variable Life
Indexed Universal Life Insurance
Variable Annuities
Indexed Annuities
Equity Indexed Annuities
Fixed Annuities
Personal Financial Planning
Recruiting
Building Relationships
Business Planning
Sales
Marketing
Client Retention Programs
Strategic Planning
Pension Maximization
College Education Planning
Succession Planning
Advanced Sales
Irrevocable Life Insurance Trusts
Business Development
Investments
Investment Management
Negotiation
Direct Sales
Investment Strategies
Insurance
Sales Processes
Client Services
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Discover more about One Pacific Financial StrategiesWhat is Travis Dougherty email address?
Email Travis Dougherty at [email protected] and [email protected]. This email is the most updated Travis Dougherty email found in 2026.
What is Travis Dougherty phone number?
Travis Dougherty phone number is +19718067266 and +15037815547.
How to contact Travis Dougherty?
To contact Travis Dougherty send an email to [email protected] or [email protected]. If you want to call Travis Dougherty try calling on +19718067266 and +15037815547. (updated on November 04, 2024)
What is Travis Dougherty net worth?
Travis Dougherty has an estimated net worth of $750,000 to $999,999
What company does Travis Dougherty work for?
Travis Dougherty works for One Pacific Financial Strategies
What is Travis Dougherty's role at One Pacific Financial Strategies?
Travis Dougherty is Partner | One Pacific Financial Strategies
What industry does Travis Dougherty work in?
Travis Dougherty works in the Financial Services industry.
Travis Dougherty Email Addresses
Travis Dougherty Phone Numbers
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