Travis Davila - Northwestern Mutual

Travis Davila - Northwestern Mutual I'm committed to helping you get closer to your dreams.

01/18/2024

Balancing present goals with your future vision is the key to financial success. I’m here to craft a personalized plan that enables both. Message me to get started.

01/15/2024

Did you know only 9% of people keep their resolutions each year? We can do better than that. Thing is, without a plan, our dreams and ambitions are just potential. So let’s make that plan to make real progress. DM me to get started.

01/11/2024

Like baking a cake, a good financial plan demands the right ingredients, but the end result can be really sweet (who doesn’t love a dessert metaphor?). If you’re looking to reach your financial goals, or have your cake and eat it, too, take our Good Plan quiz now, and find out more about what makes a financial plan good: http://spr.ly/6187RmQcl

If you’re looking to build a legacy, you’ll need a good plan— one that considers your life and loves, your goals and you...
01/11/2024

If you’re looking to build a legacy, you’ll need a good plan— one that considers your life and loves, your goals and your values. And you’ll want to balance investing for growth and protecting what matters most. Reach out and let’s start building together.

01/08/2024

While 35% of people believe financial compatibility trumps physical and intellectual compatibility, for Gen Z that number rises to 49%. DM me today and let’s make sure you and your partner are on the same page where it matters most.

*Planning and Progress Study, 2023

As you get ready to turn the page on the year, take the time to review your financial plan and set yourself up for a suc...
12/21/2023

As you get ready to turn the page on the year, take the time to review your financial plan and set yourself up for a successful 2024. You can count on me to guide you every step of the way. Reach out to get started.

Our cultural backgrounds can influence our financial habits and values. That’s why it’s important to find a financial ad...
12/21/2023

Our cultural backgrounds can influence our financial habits and values. That’s why it’s important to find a financial advisor who truly understands your financial goals. Let’s connect and talk more about them.

In retirement, having enough money isn’t enough. Recently, Aditi Javeri Gokhale, our EVP & Chief Strategy Officer penned...
12/13/2023

In retirement, having enough money isn’t enough. Recently, Aditi Javeri Gokhale, our EVP & Chief Strategy Officer penned an article revealing the two big retirement blind spots wealthy people have. They might just surprise you. Check out the article: http://spr.ly/6184RHh8a

12/11/2023

Does this look familiar? Only 29% of U.S. adults have discussed inheritance, wills, and estate matters with their parents or guardians. These conversations are crucial, and I’m here to help make them go as smoothly as possible. Reach out to get started.

*Planning and Progress Study, 2023.

12/08/2023

If I could, I’d leave signs all over town to remind everyone about the importance of a good financial plan. But in the meantime, this one will have to do. Let’s make today the day we work on realizing your financial goals together. Ready to “sign” up?

Address

18575 Jamboree Road STE 400
Irvine, CA
92612

Website

Alerts

Be the first to know and let us send you an email when Travis Davila - Northwestern Mutual posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category