Travis Allen (CFA, CFP®, RICP®)

Additional Information

Travis began his career in wealth management in 2007, initially managing investment portfolios for high-net-worth individuals and institutions. Over time, he transitioned to a more comprehensive financial planning approach, combining institutional investment principles with practical strategies tailored to individuals and families. His depth of experience helps clients navigate complex financial decisions with confidence. Before founding Custom Wealth Planners, Travis was a partner at a large wealth management firm, where he spent seven years advising high-net-worth individuals and families. In this role, he led investment management and financial planning efforts, helping to oversee portfolios totaling more than $1 billion in assets. His responsibilities spanned investment strategy, retirement income planning, tax-efficient wealth management, and delivering a high level of client service. Travis holds a Bachelor’s Degree in Finance from Iowa State University and a Master of Business Administration (MBA) from the University of Iowa. He is a Chartered Financial Analyst (CFA®), a Certified Financial Planner (CFP®), and a Retirement Income Certified Professional (RICP®). As a fiduciary advisor, he is a proud member of NAPFA, the XY Planning Network, and FeeOnlyNetwork.com. Based in Ankeny, Travis enjoys spending time with his wife, Shelby, and their two children, Max and Finley. Outside of work, he is an avid runner, football fan, and concertgoer.