Mr. Fago is a Financial Advisor at Morgan Stanley Smith Barney.  Travis has been in the investment industry since 2001.  A native of San Diego, Travis works with affluent Professionals, Retired Individuals and Executives within the Action Sports Industry.  He focuses on wealth management, financial plan implementation and investment strategy.  His emphasis is asset allocation, risk management and tax minimization.  Travis currently resides in La Jolla with his wife Amy and their daughter Avenleigh.

Wealth Management Approach

Travis believes that successful wealth management strategies look at the big picture.  He establishes deep and valued relationships with his clients to truly learn what their needs and aspirations are.  He then helps his clients organize and establish objectives, set strategies, implement solutions and reviews progress on an on going basis.  He stresses a disciplined, long-term approach to investing based upon his clients’ specific financial needs and risk tolerance.

Specialties

-       Financial Planning

-       Investment Management

-       Retirement Services

-       Managing Job Transitions; 401k Rollovers

-       Concentrated Stock Positions

-       Alternative Investments

-       Estate Planning

-       Education Planning

Professional Associations

-       ASPN – Action-Sports Service Provider Network

-       IASC – International Association of Skateboard Companies

-       SIMA – Surf Industry Manufacturers Association

Travis Fago

Morgan Stanley Smith Barney

4365 Executive Drive, Suite 800

San Diego, Ca 92121

858-643-5065 Office

travis.fago@mssb.com