Payne Financial Group
David Payne founded our firm in 1978, and throughout his nearly four decades in the industry, David has helped countless investors maximize their wealth and enjoy the retirement they deserve. While working with individuals and families of all backgrounds, he has become an independent provider of investment and retirement planning services to school district employees throughout the state of Florida. David and his team of professionals are among some of the most reputable advisors in the industry, having formed an exclusive contract with BENCOR and other leading firms. Today, Payne Financial Group has expanded into a multi-generational, family-run office with over $250 million in assets under advisement. While David’s leadership remains integral to the firm, he reinforced his experience and knowledge by partnering with his son, Travis, who formed his own practice in the industry. With both firms working cohesively, Payne Financial Group continues its heritage of excellence in helping clients enjoy greater financial independence. Payne Financial Group and BENCOR, Inc. advisors are registered representatives of and offer only securities and advisory services through PlanMember Securities Corporation. A registered broker/dealer,investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave. Carpinteria CA 93013.(800) 874-6910 PlanMember is not the broker/dealer for U.S. Retirement Partners or BENCOR Inc. Payne Financial Group and U.S. Employee Benefits Services Group are independently owned and operated companies and not affiliated with PlanMember Securities Corporation. PlanMember is not liable for ancillary products or services offered by this representative or any of the mentioned companies.
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Amber Lathrop
Executive Assistant New Business Processor · Other
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Travis Payne
CEO and Co-founder · General Business & Management
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- 1financial advisor
- 1vice president-account executive
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