Travis Tazawa is the Milestone Coach Advisory Services Executive Director, and works with clients in areas of wealth management, retirement planning, and insurance services. Serving clients in the financial industry since 2009, Travis brings his past experience with Bankers Life & Casualty to the Milestone team.
A degree in business administration from Pacific University, Travis is always looking to improve upon his expertise in the industry. That commitment has led Travis to obtain his licenses in health and life, as well as his Series 65 securities license. Most recently, Travis earned membership into the 2017 Million Dollar Round Table, Court of the Table. This prestigious honor is reserved for elite financial professionals who demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service.
Determined and caring, Travis is dedicated to promoting financial literacy in Hawaii, and regularly volunteers his professional expertise in support of his passion.
When not in the office, Travis can be found on the course, learning how to play golf and perfecting his swing.