Independent Wealth Coach, Paraplanner
Travis Bert is an Independent Wealth Coach and Paraplanner at White Oak Wealth Partners. He specializes in customized strategies and solutions to address the needs of high-net-worth individuals and entrepreneurs, Travis's goal is to be the primary financial resource to the clients and communities he serves. Travis and the White Oak team continuously search for innovative and proactive ways in which to serve their clients, and they're focused on exceeding expectations by providing an excellent standard of service.
A native of Erie, Travis began his career in the financial services industry in 2017. He has a bachelor's degree in business management from the University of Pittsburgh at Bradford, holds the FINRA Series 7 registration with LPL Financial and the Series 66 registration with Gladstone Institutional Advisory, LLC, and is also licensed to offer life, health, and long-term care insurance.
Outside of work, Travis enjoys spending time with his wife, Amanda, son, Rory, and English bulldog, Jameson. He spends a lot of time outdoors, golfing, snowboarding, and boating. He also enjoys fitness, watching his favorite sports and sports teams (Pittsburgh Penguins, Pittsburgh Steelers, and All PGA Golf), and drinking red wine or bourbon by a campfire. To learn more about Travis, connect with him on LinkedIn.