Savant Wealth Management
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Travis R. Cliff

CFP®

Financial Advisor / Team Lead / Member Owner

8401 Greenway Boulevard Suite 212 Middleton, WI 53562
608-836-3600

Travis is a financial advisor and team lead in Savant’s Middleton, WI office on the University Wealth Management team. He has a membership interest in Savant.

As a CERTIFIED FINANCIAL PLANNER® professional, Travis is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.

Travis has been involved in the financial services industry since 2000. Prior to joining Savant, he was a financial adviser and wealth management advisor for a nationwide bank.

Travis earned a bachelor of science degree in economics from the University of Wisconsin-Madison.

Travis and his wife Michelle have four children – Olivia, Alex, Sophia, and Cora. He coaches youth basketball, and the family enjoys traveling to national parks and warm climates. Travis delights in watching his children participate in their many sporting activities. He plays basketball and golf and enjoys supporting Wisconsin’s sports teams.

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® 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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