Perspective Wealth Partners
Travis Schaat, CPA, is a seasoned financial professional with extensive experience in various roles within the finance and accounting sectors. Currently serving as a Senior Financial Advisor and Chief Financial Officer at Perspective Wealth Partners since April 2018, Travis has previously held the position of Principal Owner at Schaat Financial Solutions from 2016 to 2018. Additionally, Travis worked as a Program Administrator in the Investment Division at the Idaho State Treasurer's Office from 2013 to 2015 and as a Tax/Audit Associate at Eide Bailly LLP from 2010 to 2013. Earlier experience includes working as an Accounting Associate/Product Distribution at Teton Outfitters/Klim from 2008 to 2010. Travis holds a Bachelor of Science in Accounting and a Bachelor of Science in Business Management with an emphasis in Finance from Brigham Young University - Idaho, completed in 2011.
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Perspective Wealth Partners
Perspective Wealth Partners (PWP) is a fee-only SEC-registered RIA, located in Boise, Idaho. PWP offers clients a wealth management experience that allows them to relax and be confident in achieving their intentions. In tandem with a first-rate wealth management experience we are also purposeful about helping our clients live meaningful lives – thereby being a trusted thought-partner in non-financial areas. As a fiduciary to our clients, PWP is legally obligated to provide investment portfolio management and financial planning in clients best interest without selling any products or receiving commissions. We are obsessive about the value we create for our clients and the delightful experience we deliver to them. Since we began to measure it, our client Net Promoter Score (NPS) has averaged 94. PWP is an Equal Opportunity Employer. We support diversity in the workplace and embrace diversity in the clients we serve.