Travis Ray is a CERTIFIED FINANCIAL PLANNER™ and Founder of By Design Financial Planning, a locally owned fee-only financial planning & investment management firm.
Travis has built a career around helping others and has spent more than a decade consulting other financial advisors how to leverage financial technology to better serve their clients. Wanting to give back to his community, and to develop deeper relationships with the clients he serves, his focus is mid-career professionals, small business owners, and real estate professionals that could benefit from the financial clarity gained with an active engagement in financial planning.
As a Greensboro native, he loves his city and made the decision with his wife, Laura, that it would be the perfect place to raise their family. In addition to Laura, Travis shares his life with his two sons, Andrew and Grayson. He prides himself on being present with his wife and kids and cherishing the sound of little feet while he still can.
When on his own, he enjoys trail running, whitewater kayaking, putting off gardening tasks, foosball, and watching his two sons grow-up faster than he wants.
EDUCATION AND DESIGNATIONS
- CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards
- Executive Certificate in Financial Planning, Duke University
- B.A. Economics, University of North Carolina at Chapel Hill