Travis Smith is a financial advisor at Prospect Estate Planning, bringing over 20 years of diverse experience in the financial sector. Licensed to work with clients in Arizona and Texas, Travis holds his insurance license and has dedicated his career to helping small and medium-sized business owners strategically plan and minimize their taxes.
Travis’s career began after graduating from Cal Poly, where he studied marketing. From 2004 to 2016, he worked as a wholesaler, gaining a deep understanding of financial products and client needs. In 2016, he made a transition to become a cattle rancher while continuing his work as a financial advisor. This unique combination of roles enriches his insights into the financial challenges and opportunities specific to agricultural and rural business sectors.
