Travis Tracy, CFP®, EA Fortitude Financial Planning, LLC
About Travis Tracy, CFP®, EA
Hi, I’m Travis! I created this firm to help people like you build the courage to take control of your finances and to make better decisions to reach your goals. My job is not to pass judgment on any past decisions, but to educate and encourage you going forward. I want to help you use your wealth as a tool to achieve your short-term and long-term goals, so you can live the life you want.
I’m from a small town in South Carolina. I graduated from Guilford College in Greensboro, NC, and currently live and work in Durham, NC with my wife, Shelby, our daughter, Peyton, and our dogs, Savannah and Bailey. Before founding Fortitude Financial Planning, I worked in the financial service industry for seven years in multiple roles, my last being an Associate Financial Planner at a fee-only firm in Durham, NC.
I am a Certified Financial Planner™, an Enrolled Agent authorized to represent taxpayers before the IRS, and a notary public commissioned in the State of North Carolina.
Read Travis’ blog here: http://www.fortitudefp.com/blogs
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