Home > Travis Bezella, MBA, CFP®

Travis Bezella, MBA, CFP®

Managing Director, Partner

Travis serves as a Partner and Managing Director, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. Travis also oversees strategy and operations for the firm’s regional office in Bloomington, Minnesota.
Travis has been with Creative Planning since 2014 and has spent his entire career in the financial services industry. Prior to joining Creative Planning, Travis served as the Director of Financial Planning for a financial services firm based in the Minneapolis-St. Paul metro area, where he developed their proprietary financial planning software, directed client service and helped execute investment strategy. Travis was listed among the financial advisors on Barron’s 2024 list of Top Advisor Rankings by State.*

Travis received a Bachelor of Arts degree in economics from the University of Minnesota, Twin Cities, and a Master of Business Administration degree in finance from the University of Saint Thomas. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Travis, his wife Stephanie and their three young children enjoy summers at the cabin, spending time with family and friends, and following their beloved Green Bay Packers. They’re actively involved in their community with various volunteer organizations — specifically Minds Matter, which helps accomplished high school students from low-income families prepare for success at four-year universities.

*See all Creative Planning disclosures and sources.


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