Travis Vongsawad
Wealth Management Advisor at Northwestern Mutual Wealth Management Company
📍 St George, Utah, United States
Travis Vongsawad is a Wealth Management Advisor at Northwestern Mutual, specializing in comprehensive financial planning. He holds a MAcc and is a CFP®, ChFC®, and RICP®.
He is passionate about helping individuals understand their financial options, particularly regarding life insurance, retirement, and tax implications.
Travis frequently shares insights on understanding tax implications for bonuses and different retirement accounts.
Read the full overview →Experience
18 Years
Current Role
Wealth Management Advisor
Location
St George, Utah, United States
Personality Overview
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Priorities
Topics Travis cares about
Life Insurance Planning
Travis consistently posts about the importance of life insurance, emphasizing tailored coverage based on income, debt, and family goals.
Retirement Account Strategies
He shares advice on leveraging different retirement accounts for tax advantages and discusses financial planning for various life stages.
Career
Work history
4-2008
Wealth Management Advisor
Northwestern Mutual Wealth Management Company
In the press
Media appearances
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Education
2004 - 2011
MAcc
Brigham Young University
Bachelor of Science (B.S.)
Brigham Young University
Education details unavailable
The American College of Financial Services
Social presence
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