Our Team

Travis Lewis is the President and CEO of 7 Streets Financial.

Travis has over 10 years of experience in the financial industry, which includes working as a life insurance agent for American United Life, working for FinancialAid.com educating clients on education savings plans and investment strategies and as a client financial analyst at Citibank where he specialized in client and business banking with an emphasis on investment and business insurance. Most recently, he has specialized in retirement and financial planning for clients who work for Fortune 500 companies.

The decision to work with retirees from Fortune 500 companies stems from personal experiences that Travis experienced as a youth. As a junior in high school his father was laid off from General Dynamics, causing his family to move his senior year to Minneapolis, Minnesota. Witnessing the challenges that his father faced through this tough time led Travis to pursue a career helping people in the financial services industry.

Travis Lewis enjoys the financial services industry because it gives him the opportunity to work with clients to improve their financial quality of life, and help them address their financial and retirement goals. He works with them to strategically address their overall financial well-being, and assess each client’s risk tolerance and needs to put together a comprehensive financial plan.

7 Streets Financial prides itself on creating a plan that works for each client, based on their own goals, needs and financial situation. Travis, as well as the other advisors in the group, review clients’ needs and financial policies and plans to help manage that the individual or family plan is in alignment with their financial needs.

Travis is a San Diego-native and has lived in the city his entire life. Travis received his Bachelor of Arts in Communications from California State University, San Marcos, and currently holds the Series 6; Investment Company Products/Variable Contracts Limited Representative, Series 7; FINRA General Securities Representative, Series 63; NASAA Uniform Securities Agent State Law registrations through LPL Financial and 7 Streets Financial. He is a registered representative with LPL Financial and is a licensed Insurance Agent in the state of California (CA Insurance License #0D22041). He is currently enrolled at University of California, Los Angeles, in their Certified Financial Planning program and plans on obtaining his certificate as a CERTIFIED FINANCIAL PLANNER™ Practitioner over the next year. He lives in Del Cerro with his wife and two sons, attends The Rock church, enjoys surfing, watching and playing all sports, and traveling.

 

Joe Duca is the Vice President and Chief Compliance Officer of 7 Streets Financial.

Joe has over a decade of experience in the financial industry, which includes working as a retirement and financial planner at a financial firm in San Diego and San Ramon, CA. Joe began his career in the financial services industry raising money for private placements at Novastrike.

At 7 Streets Financial, Joe works as an investment advisor representative, retirement specialist and retirement planner. An investment advisor refers to an entity. The Investment Advisor Representative is the person working for that entity. Joe began his career in the financial service industry because he realized he could help people to better understand their retirement needs and goals, while using his knowledge, training and education to educate and help his clients. He also enjoys working with individuals who may not know much about their net retirement and financial plan, and sharing with them what they can expect – sometimes providing them financial confidence or helping them to understand what their plan needs to be.

Joe heads the Northern California branch office and works with individuals from various companies in the Bay area to help preserve their financial future. Joe’s responsibilities include reviewing client’s retirement and financial planning needs, and he provides each individual with the tools of experience necessary to work towards their goals. He manages client accounts and explains their 401k, pensions, IRAs and the rules governing these investment vehicles.

Joe currently lives in the community of Danville in Northern California. His interests include all types of sports, where he once threw a 300 game bowling and has completed both a Tough Mudder & Spartan Race. He also enjoys many outdoor activities, such as gardening, fishing, and is an avid hunter. Most of Joe’s free time is spent with his lovely wife Tanya, his son Lorenzo, and twin daughters Charlotte & Emersyn. Joe attended University of California, San Diego, and studied economics. Joe currently holds the Series 7; FINRA General Securities Representative registrations through LPL Financial and the Series 66; NASAA Uniform Combined State Law Examination registration through LPL Financial and 7 Streets Financial LLC. He is a registered representative with LPL Financial and is a licensed Insurance Agent in the state of California (CA Insurance License #0I25181).