Travis Penfield
Founder & CEO, 49 Financial
Travis leads one of the fastest growing groups of comprehensive financial planners in the United States. As CEO Travis’ time is spent equipping leaders to build the next generation of financial planners who will revolutionize the industry while still living out his passion through helping clients.
Travis believes that the financial industry has needed a major revolution for quite some time. Given that finance is one of the most important pieces of people’s lives, Travis believes that building lifelong relationships with people and providing financial guidance is one of the most needed and rewarding ways to live out one’s professional calling. This is why he founded 49 Financial and how he hopes to change the world through finance.
Travis is involved in various non-profits in the community and has brought that love of service to the culture of 49 Financial. In 2017, 49 Financial Impact day was founded—the firm closes for a day to give back to the community.
In 2018, under Travis’ leadership, 49 Financial made over $11 million in revenue and hired 285 advisors in that year. Also in 2018, 49 Financial launched their Dallas branch office, which ended the year with over 30 advisors.
In 2019, Travis was a finalist for the Austin Young Chamber’s Change Maker award which recognizes people in the community under 40 who are working hard to make a positive difference in Austin. Also in 2019, 49 Financial was certified as a Great Place To Work Award, being awarded as a Best Workplace in Texas and Best Workplace in Financial Services & Insurance.
In 2020, Travis anticipates opening 49 Financial offices in Houston and San Antonio, with a long-term goal of opening offices in every major city in the United States. He hopes to continue the exponential growth of 49 Financial while staying true to the heartbeat of truly trying to better as many people as possible.
Travis attended Texas A&M University. He has been married to his wife, Jaclyn, since 2011 and they live in Austin, Texas with their dog, Duncan. In October of 2018 they welcomed their first child, daughter Charlotte “Charli” Sue Penfield. They enjoy international travel, playing golf, and cheering for the San Antonio Spurs.
