Travis Caruso

Travis Caruso serves as Vice President of ClearView Financial, where he plays a pivotal role in the firm’s growth by delivering thoughtful, client-centered financial guidance. With years of experience as both a practicing advisor and a leader, Travis brings a rare combination of strategic vision, technical expertise, and an innate ability to teach and mentor others.

Throughout his career, Travis has been recognized for his leadership style one rooted in clarity, collaboration, and long-term thinking. He has a deep understanding of how sound planning, disciplined processes, and strong relationships come together to create meaningful outcomes for clients. As Vice President, he helps shape ClearView’s planning philosophy, supports the development of advisors across the firm, and works closely with leadership to ensure the organization continues to scale with purpose and integrity.

Known for his calm, measured approach and passion for education, Travis is a natural coach to both advisors and clients. He believes great financial planning is not just about numbers, but about empowering people with confidence, understanding, and a clear path forward.

Outside of the office, Travis is deeply committed to service and community. He is a volunteer firefighter, an avid competitive pitmaster, and values teamwork and preparation both professionally and personally. Travis lives on Long Island with his wife, their two children, and their dog where family, community, and balance remain central to everything he does.