Connor McMahon
Wealth Advisor at Focus Partners Wealth
- Role
- Wealth Advisor at Focus Partners
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor
May 2025 — Present · Newport Beach, CA, US
Adero Partners merged with Focus Partners Wealth in May 2025.Focus Partners Wealth is an organization of wealth, asset, and business managementresources that brings strength, innovation, and partnership to client relationships. Through acomprehensive range of services, we work with clients at every stage, helping them control theirfinancial future — whether that’s planning for retirement, preparing the next generation, orgrowing their business. We are dedicated to fostering meaningful growth for our clients. Ourteam of advisors works collectively to deliver personalized wealth planning strategies acrosslocal communities, placing our clients’ values, goals, motivations, and priorities at the heart ofeverything we do.Focus Partners Wealth is a registered investment advisor with the Securities and ExchangeCommission. Registration does not imply any level of skill or training. Additional informationabout Focus Partners Wealth is also available on the SEC\'s website I post here is my opinion, not the opinion of my employer. This information is provided forgeneral information purposes only and should not be construed as financial, tax, or legal advice.
Education
California State University, Long Beach
Finance
Skills
- Public Speaking
- Microsoft Office
- Microsoft Word
- Customer Service
- Time Management
- Microsoft Excel
- Teamwork
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