Travis Babb has been helping Babb Financial Group clients since 2004, and moved into the role of Investment Advisor in 2008. As a CERTIFIED FINANCIAL PLANNER™ professional, Travis has worked with many individuals, businesses, and nonprofits to help define their goals in order to create prudent financial plans around their specific needs. As a lifelong resident of Flagstaff, Travis has enjoyed the long-lasting relationships he has developed with clients locally in addition to clients around the country and is humbled by the trust instilled in him to help clients navigate the complexities of the financial planning process.
At an early age, Travis was always considered a diligent problem solver and enjoyed spending hours working math problems with his older brother. Having two parents in the field of Finance fostered his love of numbers and this affinity with numbers eventually led to a degree in Economics from the W.P. Carey School of Business at ASU. The day after graduation, Travis joined the advisory team alongside his father. The following year, Travis qualified as a Million Dollar Round Table advisor and today, Travis is a fiduciary advisor responsible for overseeing the implementation of the financial plans that the Babb Group has provided for over 40 years. Travis continues to prioritize serving, guiding and educating others, as well as making his own education a priority. In addition to obtaining his CFP® certification, Travis is an Investment Advisor Representative (IAR), licensed in life, accident, and health insurance as well as Long-Term Care Certified.
Even though Travis enjoys working with numbers he takes greater joy in the relationships he has developed with his clients. He understands his role of a counselor carries enormous responsibility outside of ‘just’ financial planning and understands the individual challenges clients face today. He looks forward to continuing his work guiding clients to achieve their financial goals and helping overcome the obstacles that they face.
In his free time, Travis loves spending time with his wife and their two sons. Together they enjoy hiking, camping, traveling, biking, fishing, watching the Lumberjacks play or catching an Arizona Cardinals game. They love all Northern Arizona has to offer and enjoy raising their family in such a wonderful community.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.