Travis R. Gucciardo, CPA
Financial Adviser / Partner
Travis is a junior partner in the firm. Originally from Illinois, Travis relocated to Florida in late 2017. Travis has been in the public accounting field since 2008 and has been actively CPA-licensed since 2015. Travis provides comprehensive tax planning and preparation to clients of the firm and also has a diverse background in state and local tax matters. In his off time, Travis enjoys spending time with his family and watching hockey.
Practice Areas:
- Federal/State tax compliance and consulting
- Investment consulting and advisory
- Retirement planning
- Education planning
Education:
- Undergraduate degree from Southern Illinois University (Edwardsville).
Licenses and Membership:
- Certified Public Accountant, Florida
- Health, Life and Variable Annuity insurance license, Florida
- Registered Representative with Cetera Financial Specialists LLC
- Investment Adviser Representative with Cetera Investments Advisers LLC