Travis Boren

Retirement Plan Manager at SeaCrest Wealth Management

Travis Boren is a Retirement Plan Manager at SeaCrest Wealth Management. With over two decades of experience in the finance industry, Travis has excelled in roles such as Managing Director at Fidelity Investments. Travis's expertise includes overseeing 401k accounts, conducting non-discrimination testing, and ensuring compliance with regulatory agencies. Travis's dedication to building strong relationships, providing exceptional service, and achieving outstanding performance reviews have set him apart in their field.

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