Specialty:
"49 Financial is a values-based financial planning firm, and its clients benefit from a proven process that aligns their planning with their unique goals and needs. Travis Penfield is the founder and CEO of 49 Financial. Under his leadership, 49 Financial has become a beacon for the next generation of financial advisors, with a focus on hiring, developing, and retaining young leaders who are passionate about making a meaningful impact on their clients' lives. The team creates a plan that outlines how to accomplish the goals you've shared.
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2026 Update: 49 Financial offers a full range of investment products and trading services, supported by technology and client service resources. Their investment options include stocks, mutual funds, bonds, exchange-traded funds (ETFs), certificates of deposit (CDs), and other financial instruments. 49 Financial operates offices in 11 cities and is licensed to serve clients across all 50 states."







