CONTACT INFORMATION: Travis Flandermeyer Website 505-717-1111 email@example.com
The Doctor’s Financial Resource have experience working with physicians and can help break down the complicated process of financial management.
Bernalillo County, Santa Fe County, Albuquerque, Rio Rancho, and Santa Fe
Travis Flandermeyer, an MBA, is an Investment Adviser Representative and licensed life and disability insurance agent with Cetera Advisor Networks.
Travis has a unique background that serves him well in working with physicians nationwide due to his uncommon experience and training. Travis was raised in a medical family, and it was only natural for him to gain an insider’s knowledge of the business side of medicine while working
in the family practice. Today, it’s his mission to serve as the go-to business and finance resource for all of his physician clients, in addition to the small businesses and families he works with.
Travis earned his bachelor’s degree in Finance and Banking at the University of Missouri and his MBA at the Olin Business School at Washington University in St. Louis. Together with his real-world experience, Travis’s education has helped him apply a sophisticated, analytical and educational approach to helping his clients manage their assets and – more importantly – appreciate the fundamentals of asset management. Travis makes it his aim to understand the individual needs and goals of each and every client, working on a personal level to help them meet their current and future financial objectives, while keeping their concerns in balance.
One of the most enjoyable aspects of Travis’s practice is educating. He frequently serves as a guest speaker at teaching hospitals such as the University of New Mexico, the University of Missouri and Washington University in St. Louis. These sessions allow Travis to educate young physicians on the essentials of business and its application to medicine.
In his free time, Travis enjoys playing with his young son, Kai. When not doing that, he also enjoys the mountains of the southwest, particularly skiing in the winter and fishing in the summer. He and his wife, Holly, also enjoy golfing, traveling, entertaining, and UNM and Mizzou athletics.
Securities and advisory services offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. The Doctor’s Financial Resource and Cetera Advisor Networks, LLC are not affiliated.