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Travis W
Series 66
Huntington Beach, CA
Weaver Consulting Group, LLC
Travis Weaver is a financial advisor at Weaver Consulting Group, LLC with 22 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding Weaver Consulting Group. Weaver serves as a board member of the Youth Motivation Task Force, where he speaks to middle and high school students. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm uses a holistic, client-focused asset-allocation process with both fundamental and quantitative analysis, employing mutual funds, ETFs, structured notes, individual securities, and third-party managers under discretionary oversight.
Palmer M
Series 65
Huntington Beach, CA
Weaver Consulting Group, LLC
Palmer Mahoney is a financial advisor at Weaver Consulting Group, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Weaver Consulting Group, he worked at Emich Kia and has educational experience spanning several years. He is licensed to sell life and health insurance in California and Colorado and is appointed as an agent to sell life insurance policies through Ashe Brokerage. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation process and offers both stand-alone planning and integrated wealth management services.
Hunter P
Series 63, Series 65
Huntington Beach, CA
Weaver Consulting Group, LLC
Hunter Peterson is an associate financial advisor with Weaver Consulting Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Weaver Consulting Group since 2017 and previously spent one year at Vanguard Marketing Corporation and seven years with Purshe Kaplan Sterling Investments, Inc. Peterson serves as a board member and assistant treasurer for the Huntington Beach Kiwanis, a local service organization. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation approach that combines fundamental and quantitative analysis, utilizing mutual funds, ETFs, structured notes, individual securities, and third-party managers to tailor portfolios to client goals.
Jason W
Series 63
Huntington Beach, CA
Weaver Consulting Group, LLC
Jason Weaver is a financial advisor and managing partner at Weaver Consulting Group, LLC, with 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017 before founding Weaver Consulting Group. He holds a Series 63 designation. Weaver Consulting Group provides financial planning, investment management, and pension consulting to individuals, high-net-worth households, and institutional retirement plans. The firm employs a holistic, client-focused asset-allocation process that incorporates both fundamental and quantitative analysis, utilizing mutual funds, ETFs, structured notes, and individual securities, along with third-party managers and specialized tools.
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