Welcome to Traverse Financial Solutions

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Although the name Traverse Financial Solutions is new, the enterprise that started in 1998 by Bill LaVanne has remained the same. In 1998, Bill decided to break away from his corporate role in the financial services industry and start his own independent financial services enterprise. With the firm continuing to expand, it was time to create an identity of our own, separate and distinct from our Broker-Dealer name. Our affiliation with Cetera Advisor Networks and their name has not changed and will continue to be prominent in our day-to-day activities.

Our new name reflects our mission. It truly is our passion to navigate the financial challenges of our clients as they traverse the lifetime of financial risks, goals, and dreams. We hope this website is helpful to both visitors and clients in assisting this passion in the quest for financial well-being.