Travis McEuen, CFP®

Vice President

Walnut Creek, California

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Travis McEuen worked in the financial planning space for nearly 8 years before joining EP Wealth Advisors, landing himself in the industry by accident and staying after seeing the positive impact his role has on families.
Travis prides himself in showing up for his clients, helping individuals and families find comfort in knowing their finances are managed with care for today and the future.
He received his undergraduate degree in Business Administration from Saint Mary's College of California with a concentration in Finance. Continuing his education, he received his Master’s in Taxation from Golden State University. Travis also holds a CFP® designation.
An East Bay native, Travis met his wife in college and stayed local, where they established their home with their daughter. Over the last 10 years, he raced bicycles at a fairly high level with one of his best results placing 3rd pace at the Northern California district championships in 2022. With a newborn, things look a bit different now for Travis, but he still enjoys being active and looking forward to new activities with his family.