C. Travis Gray

CERTIFIED FINANCIAL PLANNER®, Co-Founder and Managing Partner

541-757-7701
541-752-5133
[email protected]

Travis Gray, a co-founder, Managing Partner, and CEO of Northwest Financial Group, LLC, brings a wealth of experience to the table. A United States Marine Corps veteran and a CERTIFIED FINANCIAL PLANNER™ Professional since 2006, Travis has dedicated himself to guiding clients towards their financial aspirations.

Utilizing a generally conservative technique to investing, Travis and the other Managing Partners of Northwest Financial Group, LLC build portfolios based on sound investment insights, independent thinking and a disciplined approach to wealth building and management. He can present a wide range of financial options, including risk management, income generation, fixed-income and retirement planning. Travis holds Series 7, 24, & 63 Securities Registrations with LPL Financial. He also holds an Oregon Health & Life Insurance license. Through LPL Financial and Financial Advocates Advisory Services, registered investment advisors, Travis provides Securities, Asset Management, Advisory, and Financial Planning services, ensuring clients receive comprehensive support on their financial journey.

In addition to his professional endeavors, Travis finds joy in other pursuits. He is an avid fan of Texas A&M football and relishes traveling the country with his family, enriching his life with experiences beyond the office.