Travis Allen is a CFP®-certified financial advisor with 29 years of industry experience. He is a principal at Wealth Strategies Group, where he has worked since 2001, and previously spent 16 years with Securities America Advisors, Inc. He also holds an insurance license and works as a fixed insurance agent. Wealth Strategies Group provides discretionary portfolio management, investment consultation, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, small businesses, and retirement plans. The firm employs a range of investment strategies including equities, fixed income, mutual funds, ETFs, and derivatives, and offers portfolio management on a discretionary basis.

Mark Yates is a CFP® professional with 22 years of industry experience, currently serving at Wealth Strategies Group. His background includes 16 years with Securities America Advisors, Inc. and running a sole proprietorship focused on health, life, and fixed annuity insurance sales. He is based in Newport Beach, CA. Wealth Strategies Group provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, families, trusts, estates, small businesses, and retirement plans. The firm uses a range of investment vehicles and analytical approaches, managing accounts on a discretionary basis and offering performance-based fee arrangements for qualified clients.