Travis Bettfreund, CFP^®

My Story

In college I majored in history with plans to be a teacher when I grew up. After graduation I took a part time job at Disneyland before planning to go for my teaching credentials the following year. Like many who start part time at Disneyland, I ended up working there for much longer than I expected. I spent eleven years there primarily managing restaurants.

In 2016 I decided to pursue a new career in Wealth Management and Financial Planning. I have found this industry very rewarding because it aligns with my years of customer service and study of History. I enjoy working with people and assisting with their finances as we consider the past, prepare for the future and act in the present.

As the Director of Advisors I have the privilege of leading our K2 Advisors in addition to servicing clients of my own. I enjoy learning from my team and clients because that makes me more effective when helping others.

My mission is to motivate, empower and keep people excited about working towards their financial goals.

My Qualifications

• CERTIFIED FINANCIAL PLANNER® Professional
• Master Planner Advanced Studies™
• Accredited Behavioral Finance Professional™
• BA History - University of California, San Diego 2005
• CA Insurance License # 4275860

About Me

I live in Brea with my wife and two kids. We try to spend as much time with our kids as possible and enjoy bike rides, swimming and visiting Disneyland with them. When I have some free time, I enjoy woodworking and gardening.