Weaver Consulting Group

Palmer Mahoney

Associate Advisor

CRPC®
Palmer Mahoney

About Palmer

Palmer Mahoney is an Associate Advisor at Weaver Consulting Group, where he works directly with clients to build financial plans, manage investment portfolios, and guide families toward their long-term goals. He joined the firm in 2025 and is focused on delivering attentive, detail-oriented service to his clients.

Palmer graduated from the University of Oregon’s Lundquist College of Business with a concentration in finance. His path into the profession was shaped by an entrepreneurial mindset and a genuine interest in markets, developed through mentorships, hands-on portfolio management, and experience in automotive sales that taught him how to listen carefully, communicate clearly, and earn trust.

As an advisor, Palmer specializes in helping younger individuals and families put the right systems in place to build toward retirement early. He believes sound guidance starts with understanding what matters most to each client, and he is committed to helping the people he works with make confident, well-informed decisions and establish habits that compound into lasting financial independence.

Outside the office, Palmer lives in Newport Beach and stays active in the local community as a member of the Huntington Beach Chamber of Commerce and the Huntington Beach Elks Lodge. He also belongs to Newport Center Toastmasters, where he continues to sharpen the communication skills that serve his clients every day.

Education

University of Oregon, Bachelor’s Degree in Business, Finance Concentration

Professional Designations & Licenses

  • Chartered Retirement Planning Counselor, CRPC
  • Series 65 License
  • California Life and Health Insurance Licenses

Community Involvement

  • Newport Center Toastmasters
  • Huntington Beach Chamber of Commerce
  • Huntington Beach Elks Lodge

Start Planning With Confidence

Schedule your consultation with Weaver Consulting Group and start building a clear financial plan that helps you feel secure today and confident about your legacy tomorrow.