Travis J. Weaver
Travis J. Weaver
Financial Advisor
Partner
Travis co-founded Weaver Consulting Group, a nationally recognized firm that manages over $1 billion in assets. Dedicated to client success, he finds his greatest reward in helping clients simplify the complexities of the financial world into actionable steps, guiding them toward their own sense of financial security.
He primarily focuses on consulting on retirement plans, guiding individuals and families in growing their wealth, and assisting clients through significant life transitions.
His 25-year dedication to continuous financial education within the financial advisory and investment field began with his degree in Financial Services from San Diego State University, and strengthened by the professional designations he’s earned from the College of Financial Planning:
CRPC (Chartered Retirement Planning Counselor℠): This designation signifies expertise in all aspects of pre- and post-retirement planning, helping clients build and manage their wealth for a secure retirement.
AAMS (Accredited Asset Management Specialist℠): This credential demonstrates a deep understanding of investment strategies, asset allocation, and portfolio management to help clients optimize their financial assets.
AWMA (Accredited Wealth Management Advisor℠): This designation focuses on advanced wealth management strategies, including sophisticated planning for high-net-worth individuals, charitable giving, and estate planning.
Beyond his work at Weaver Consulting Group, Travis is deeply passionate about empowering young adults. He currently serves as President of the Youth Motivation Task Force, an Orange County non-profit dedicated to helping “at-risk” students stay in school and further their education.
Travis and his wife, Stacie, reside in San Juan Capistrano with their son, Aiden, and their golden retriever, Kai.
Education:
California State University of San Diego, Bachelor’s Degree in Financial Services
Professional Designations And Licenses:
Chartered Retirement Planning Counselor, CRPC
Accredited Asset Management Specialist, AAMS
Accredited Wealth Management Advisor, AWMA
Travis Weaver
Travis Weaver co-founded Weaver Consulting Group with the purpose of helping people make important decisions. Weaver Consulting Group is a local, family owned, Registered Investment Advisory practice in Huntington Beach, California. We have been providing our expertise and sharing our experiences for the last 22 years. It is our priority to act in the best interest of each person that we work with. Therefore, the experience you have with our firm is individually tailored. We strive to include all aspects of your personal and financial goals when consulting.
We like to take the time to get to know somebody, their story, their background. Also, we would like to know where they want to be in five or 10 years. Our job at Weaver Consulting Group is to work with clients and monitor their risk tolerance in portfolios. Additionally, every three to four months we have comprehensive reviews to ensure we are meeting clients’ needs. Each individual has specific goals we must take in to account when creating and managing their portfolio. Finally, we individualize every relationship to create a community of confident, informed and inspired retirees.