Travis Echols, CRPC®, CSA®
Travis Echols is a Managing Director for JT Stratford at the Cumming, Georgia location. Travis specializes in helping people who are in or near retirement, who are optimistic but cautious, and whose complexity typically involves assets of $500,000 or more. Travis has been helping people with their retirement for over 20 years. His careful attention to risk and taxes makes him the perfect fit for conservative-minded people who have saved all their lives so they can retire with confidence.
Before starting his financial planning career, he was an engineer for Rockwell Missile Systems, Boeing, and ARRIS for over 19 years, having a Bachelor of Science degree in Electrical Engineering Technology. Travis began his financial adviser career with American Express Financial Advisers, then moved to Wachovia Securities. In 2004, he started Echols Financial Services, a Registered Investment Adviser (RIA). With the significant growth of the business, in 2022, Travis partnered with JT Stratford (RIA) to continue to provide superior financial planning, tax planning, and investment services with a more fortified client support team.
Travis holds the Chartered Retirement Planning Counselor℠ (CRPC®) designation from the Denver College for Financial Planning, having completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. All designees have agreed to adhere to Standards of Professional Conduct and are required to renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements. Travis is also enrolled in the College of Financial Planning’s Certified Financial Planner (CFP) program.
Travis is also a Certified Senior Advisor (CSA) and a member in good standing with the Society of Certified Senior Advisors (SCSA). SCSA is an international organization that has trained more than 20,000 professionals to meet the changing needs of a growing senior population. As a CSA, Travis participates in continuing education that emphasizes ethical business practices.
Travis is an eighth-generation Forsyth County resident. He lives in Cumming with his wife. Travis is a member of First Redeemer Church. He enjoys teaching Christian apologetics and theology and has taught at several churches in the Forsyth County area over the last 30 years.