8401 Greenway Boulevard Suite 212 Middleton , WI 53562

Travis Cliff is a team lead and financial advisor on the University Wealth Management team in our Middleton, Wisconsin, office. As a CERTIFIED FINANCIAL PLANNER® professional, Travis helps individuals and families navigate all aspects of financial planning, including wealth transfer and philanthropy, proactive tax strategies, retirement income optimization, insurance analysis, debt management, and education funding.

Travis has worked in the financial services industry for more than two decades. Before joining Savant, he served as a financial adviser and wealth management advisor for a nationwide bank. He earned a bachelor’s degree in economics from the University of Wisconsin–Madison.

Travis and his wife, Michelle, live in Wisconsin with their four children: Olivia, Alex, Sophia, and Cora. He coaches youth basketball and enjoys traveling with his family to national parks and warm destinations. Travis also plays basketball and golf and is an avid supporter of Wisconsin sports teams.

Articles &
Media

The “Potential Double Max” Advantage: A Unique Retirement Savings Opportunity for University Faculty

Education &
Designations

University of Wisconsin–Madison
Bachelor of Science in Economics
CERTIFIED FINANCIAL PLANNER® professional

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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