twasson@capitalres.com

Home
About
Resource Center
Tools
- Glossary
- Tax Resources
Contact

Travis Wasson, CFP^{^®}

Investment Advisor Representative/Registered Principal

(800) 281-4442
twasson@capitalres.com

Contact

Toll-Free: (800) 281-4442

Office: (714) 903-2400

Fax: (714) 379-0979

5500 Bolsa Avenue

#145

Huntington Beach, CA 92649

twasson@capitalres.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Additional advisory services offered through Capital Resources and Insurance Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not provide tax or legal advice.

This communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state(s) referenced.