Wealth Strategies
Travis J. Hart, LUTCF®, CLU®, CLF® has a diverse work experience spanning over three decades. Travis J. is currently a Member of NAIFA and a President/CEO at Wealth Strategies Group, where they serve as the Registered Principal of Park Avenue Securities LLC (PAS) and the General Agent of The Guardian Life Insurance Company of America® (Guardian). Prior to this, Travis served as a Committee Chair at GAMA International and was a Member of Finseca. Travis J. also has a longstanding membership with Rotary International. Travis has been involved with NAIFA-California for many years, serving as both a Member and a Board Member. Before entering the financial services industry, Travis worked at PepsiCo as a Territory Sales Manager. Travis J. later transitioned to the insurance and financial industry, where they held various leadership positions, including President at Pacific Advisors, Managing Director at MassMutual Financial Group, and Partner at New York Life Insurance Company. Travis's extensive experience in both sales and financial services positions him as a well-rounded and accomplished professional.
Travis J. Hart, LUTCF®, CLU®, CLF® has a background in Business Administration and Management, General from the University of Nevada-Las Vegas. Travis J. obtained certifications from the American College, including LUTCF® in 2005, CLU® in 2012, and CLF® in 2022.
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Wealth Strategies
Welcome to Wealth Strategies Group. Feel free to learn more about our firm at <a href="http://www.wealthsg.com"> our website</a>, and please contact us if we can be of assistance. At Wealth Strategies Group we strive to engage a process that is unequaled in the industry, paired with a variety of high-quality products and service you will truly enjoy.. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6455 SOUTH YOSEMITE STREET SUITE 425 GREENWOOD VILLAGE, CO 80111, ph# 303-770-9020. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Strategies Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2022-132553 Exp. 1/24