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Travis Dragan
"I’m passionate about helping my clients achieve their financial objectives through customized investment management and comprehensive wealth planning solutions. At Mission Wealth, I am dedicated to providing an outstanding client experience for everyone I have the privilege to work with.”
As a Senior Wealth Advisor at Mission Wealth, Travis Dragan works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Travis delivers personalized solutions that include financial planning, estate planning, asset protection, wealth management reviews, and tax planning to help clients achieve their goals. With a focus on building long-term relationships, Travis leverages his expertise to provide clients with tailored advice and guidance.
Learn About Travis Dragan
Professional Background
Prior to joining Mission Wealth, Travis excelled in a variety of roles at premier investment firms in Northeast Ohio as both an individual contributor and a leader. Since entering the industry in 2011, Travis has gained valuable experience as a portfolio manager, investment strategist, investment advisor, and leader of an investment research department and a portfolio analysis team.
Travis holds a Master of Science in Financial Engineering from Kent State University and is a Chartered Financial Analyst (CFA), Chartered Market Technician (CMT), and Financial Risk Manager (FRM).
Personal Pursuits
Travis, along with his wife and two daughters, lives in Canton, Ohio. When he’s not working towards his clients’ financial goals, he enjoys spending quality time with his family, tackling home improvement projects, and prioritizing physical fitness and healthy nutrition habits with his wife.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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