Our Insights

Advisor Spotlight: Travis Weaver


We sat down with our advisor Travis Weaver, who shared more about his background, hobbies and current trends in retirement planning. Travis co-founded Weaver Consulting Group with the purpose of helping people make important decisions. He currently sits as President of Youth Motivation Task Force. This is a non-profit in Orange County that focuses on helping “at-risk” students stay in school and further their education.



Q:  What is your favorite part about your job?

A:  My favorite part of my job is helping people make important decisions.   Finances play a part of many important life decisions, such as retirement or re-locating and I enjoy being a part of the process.


Q:  Why do you like working at Weaver Consulting Group?

A: The people.  We have an amazing team and a great group of clients.


Q:  What is your background?

A:  I was fortunate enough to know I wanted to be a financial advisor when I was in high school. From there, I went straight to San Diego State University, to take advantage of their specialized degree in financial services (which was rare at the time).  I graduated, got licensed, and started working with my dad and brother at Weaver & Associates, a franchise of American Express Financial Advisors, or now known as Ameriprise Financial.  This was a great time; we added a lot of clients in a short amount of time from practice acquisitions and got to work with all types of people.  Later Jason and I left Ameriprise to build our own firm, known today as Weaver Consulting Group.  Next year , I’ll be celebrating my 20th year in the business and can see myself going another 20 more.


Q:  What do you like to do in your free time?

A:  Besides enjoying time with the family, I enjoy fishing, golfing, and playing ice hockey.


Q:  What trends are you currently seeing?

A: I’m seeing clients retire and move out of state. Some for lower costs of living and some following their kids and/or grandkids.


Q:  Do you see a lot of people switching advisors?

A:  Many of our new clients switch from other advisors.  I read an article the other day that highlighted the average age of financial advisors is increasing, which means they are close to retiring themselves.   Given our proactive service model, our experience, and that we have many years before we retire, I expect us to continue to attract clients looking for a financial advisor, that will be there for them and their family long term.


Advisor Spotlight: Travis Weaver