Travis J. Weaver
Travis J. Weaver
Financial Advisor
Partner
Travis Weaver co-founded Weaver Consulting Group with the purpose of helping people make important decisions.
Travis graduated with a degree in financial services from San Diego State University. He has furthered his education and credentials to become a CRPC, an AAMS and an AWMA. He received these professional designations and licenses from the College of Financial Planning.
He enjoys working with clients through transitions and goal planning for their future.
In additional to Weaver Consulting Group, 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.
Travis and his wife Stacie live in San Juan Capistrano and have recently welcomed their first son Aiden to the family.
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.