Stone Bridge Personnel

I am a CERTIFIED FINANCIAL PLANNER™. and have utilized this knowledge to shape my manner and style of investment management. I seek to ensure my clients clearly understand their investment choices and financial needs.

As your local financial advisor affiliated with Eagle Strategies, I offer financial and investment advisory services. I can help you navigate the financial landscape and prepare for the future. Eagle Strategies LLC is a New York Life Company and a registered investment adviser. Any testimonial or endorsement shown is based on an individual's experience and may not be representative of the experience of other individuals or customers; is no guarantee of future performance or success. No direct or indirect payment or other compensation is provided to any person for a testimonial or endorsement appearing here. CA Ins Lic #0E88429 AR Ins Lic #737579

Travis Bearden is a CERTIFIED FINANCIAL PLANNER professional whose mission is to work with Physicians, Business Owners, and Retirees by providing expert guidance for a lifetime of financial security. From start-up to expansion, from public to private, building passive income that lasts, Travis works with clients to identify their financial security needs and then focuses on solutions that are transparently meaningful and doable. His joy is to partner with families to help them be good stewards.