CEO You Should Know: Travis Penfield, Founder and CEO of 49 Financial.

Travis Penfield, Founder and CEO of 49 Financial, is an industry visionary and is making waves in the financial planning space. Travis founded 49 Financial in 2015 under the umbrella of a captive insurance company, and in 2019, at the age of 30, Travis took the brand and company fully independent. 49 Financial has offices in Austin, Dallas, Houston, Northwest Arkansas, and Atlanta with plans to expand to 10 new cities in the next 3 years. In the first 18 months of independence, Travis has led 49 Financial to $155mm in AUM and it’s only continued to grow. Travis is a visionary—moving people to action for their betterment. He does this for a 300+ team comprised of 150 advisors, 150 individuals in the testing program, and a scaling central headquarters team all focused on 49’s clients and the communities we inhabit. His vision is to see the financial services industry change for the better—to serve clients with excellence and integrity, to give clients a vision of how to be generous with their money and what life can look like after retirement, and to teach the young advisors he is leading how to give back to their communities. Travis lives in Austin with his wife Jaclyn, their daughters Charlotte, Olivia, and Madison, and their golden doodle Duncan. In his spare time you can find Travis hanging with his girls, playing golf, catching a Peloton ride, or enjoying wine and good food.