About us
Our Story & Mission
Rise with Intention. Build with Purpose.
You won’t find a cookie-cutter story here. Damon and Travis Paull didn’t grow up planning to be financial advisors, they built this firm because they saw too many people stuck with advice that didn’t fit. Damon’s path ran through the Marine Corps and U.S. State Department. Travis’s took shape through his passion for teaching and a firm belief in values-based planning. Different experiences. Same goal: helping people take ownership of their financial future without the noise.
That’s the heart of Eagle Vision Wealth: clarity, conviction, and a deep respect for the work it takes to build something real.
Our purpose is to help turn financial aspirations into reality, guided by our values that bring a better quality of life to those we serve—and to each other as we do it.
Do The Right Thing-Always
We aren't afraid to consider multiple points of view to create the best outcome for all, and we have the courage to hold ourselves accountable for doing what's right, not what's expedient.
Deliver Exceptional Experiences
We recognize our greatest successes come from working together, understanding our actions from the perspectives of those we serve, and being intentional about creating extraordinary experiences.
Appreciate People
We believe in bringing out the best in one another, demonstrating genuine gratitude for how the lasting friendships we build make us better people, a stronger company, and a more holistic resource to those we serve.
Stay Agile to Innovate and Improve
We put a premium on learning and growing, drawing on our culture of teamwork to move fast and move smart. We incorporate diverse perspectives, looking beyond the expected to the exceptional—so we can co-create a better path forward.
The Paull Brother's Fiduciary Financial Advisory Team
Travis Paull, CRPS®
Wealth Advisor - Ramsey SmartVestor Pro
Financial advisor and RamseyTrusted Smart Vestor Pro with a passion for empowering individuals and businesses to achieve financial freedom. With a Bachelor of Science from the College of William and Mary and extensive licensing in financial services, he offers seasoned guidance in investments, retirement planning, and insurance. Committed to education and community outreach, Travis helps clients navigate their financial journeys with confidence and strategic planning.
Damon Paull, AWMA®
Wealth Management Advisor - Military Veteran
Wealth management advisor specializing in creating tailored investment portfolios and comprehensive financial plans for business owners and families, focusing on multi-generational wealth. He is also an Amazon best-selling author with retired FBI hostage negotiator Chris Voss, "Empathetic Leadership". With a diverse background spanning military service to commodities trading, Damon is dedicated to empowering clients through personalized financial guidance and ongoing education.
Cetera FAQs
When was Cetera founded?
Cetera was formally established in February 2010 when ING Group sold three broker-dealers to an investment fund managed by Lightyear Capital LLC, a private equity firm specializing in financial services. Though 2010 is the birth of Cetera, our history stretches back much further: Cetera Advisors and Cetera Financial Specialists were founded in 1981, Cetera Advisor Networks in 1983, and Cetera Investment Services in 1984. While names have changed over time, our commitment to independent financial guidance and personal connections hasn’t.
Where is Cetera located?
Cetera is headquartered in San Diego, CA, with other main office locations in El Segundo, CA; Denver, CO; Schaumburg, IL; and St. Cloud, MN. Our Cetera Investors division has a nationwide network of approximately 40 branches, and our independent professionals have offices in all 50 states.
What is the Advice-Centric Experience?
The Advice-Centric Experience is a framework we use to empower financial professionals to deliver more value and better serve a rapidly changing investor. Now, more than ever, financial professionals must provide a more personalized, comprehensive level of service that proves its worth on the balance sheet. The Advice-Centric Experience defines how we demonstrate and elevate that value.
How many financial professionals are affiliated with Cetera?
We support some 9,000 independent financial professionals, including solo practitioners, teams and ensemble organizations, institutional financial professionals, and branches.
What are your compliance protections?
All broker-dealers are members of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA), and we have a robust team of compliance professionals who, on a timely basis, will review requests, examine books and marketing materials, and keep our financial professionals informed of regulatory change to help them effectively manage risk and stay focused on clients.
What protections do I have as a client of a Cetera-affiliated financial professional?
Cetera-affiliated financial professionals are licensed professionals who are required to sit for an examination, take ongoing continuing education courses, and have background and fingerprint checks. They are registered in any states where they do business and are subject to credit checks and regular auditing to ensure they are compliant. Our financial professionals also must attend annual compliance trainings so they are up to date on regulatory matters. All firms are members of the Securities Investor Protection Corporation (SIPC) and the Financial Industry Regulatory Authority (FINRA), which provide greater oversight.
Ready to Work With Us?
Whether you’re just exploring your options or ready to take the next step, we’re here to talk. Ask a question, get a second opinion, or see if our approach is right for you. There’s no pressure—just perspective.