Travis Lewis     Address: 4370 La Jolla Village Dr. Suite 630 San Diego, CA 92122 Phone: (858) 550-3960 Toll Free: (800) 884-5121 Fax: (858) 550-3969 Email: tlewis@cfgretire.com   _____________________________________________   CWA Local(s) Served: 9000 - President: T Santora 9505 - President: Tony Gonzales   Seminars: For a listing of upcoming retirement workshops CLICK HERE   Forms: CWA Retirement Planning Review Questionnaire - CLICK HERE 401(k) Allocation Analysis Questionnaire - CLICK HERE Asset Allocation and Risk Questionnaire - CLICK HERE   Executive Profile: Travis has over five years of experience in the financial industry which includes working as a life insurance agent for American United Life, educating clients on education savings plans and investment strategies at FinancialAid.com, and finally, while at Citibank, he worked as a client financial analyst specializing in client and business banking with an emphasis on investment and business insurance.   Travis began his career in the financial services industry because it gave him the opportunity to not only help people with their needs, but also it gave him the chance to take complex issues and simplify them for his clients, all while working to improve their financial quality of life. He also saw the need to strategically address the risk of their overall financial well-being, and after the assessment, work with the clients to address each one’s risk tolerance and needs.   Travis’ responsibilities include reviewing client’s insurance needs and current insurance policies to ensure that their insurance corresponds with their financial well-being, assure they are being properly funded, identify any gaps in coverage, review any long-term care needs and assist with wealth transfer solutions. He is also responsible for assessing Coghlan Financial Group’s clients financial needs as it related to their overall financial goals and plans.   Travis is a San Diego-native and has lived in the city his entire life. Travis received his Bachelor of Arts in Communications from California State University, San Marcos, and currently holds the Series 6; Investment Company Products/Variable Contracts Limited Representative, Series 7; FINRA General Securities Representative, Series 63; NASAA Uniform Securities Agent State Law Examination and is a licensed Insurance Agent in the state of California (CA Insurance License #0D22041). He is currently enrolled at University of California, Los Angeles, in their Certified Financial Planning program and plans on obtaining his certificate as a CERTIFIED FINANCIAL PLANNER™ Practitioner within the year. He lives in El Cajon with his wife and enjoys surfing, watching and playing all sports and traveling.   ___________________________________________________________________________   Securities available in the following states: CA, TX Investment Advisory Services available in the following states: CA, TX Insurance available in the following states: CA     Securities offered through Securities America, Inc. A Registered Broker/Dealer Member FINRA/SIPC. Travis Lewis, Registered Representative, CA Insurance License #0D22041. Advisory services offered through Securities America Advisors, Inc. An SEC Registered Investment Advisory Firm. Travis Lewis, Financial Advisor. Coghlan Financial Group, Inc., the Coghlan Financial Group Network and the Securities America companies are separate entities and are not affiliated with, retained, nor endorsed by AT&T or the CWA.