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Walnut Creek - N California Blvd

Connor McMahon

CFP®

Associate Wealth Advisor

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

Connor McMahon

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Connor McMahon

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Connor

Connor has more than seven years of financial planning and wealth management experience. Prior to merging with Focus Partners Wealth, Connor worked for Adero Partners starting in 2021. Connor began his career in insurance before transitioning in 2018 to operations and compliance at a broker-dealer/RIA.

Outside of work, you can find Connor playing beach volleyball, golf, or billiards.

Education and Professional Milestones

- California State University Long Beach – bachelor’s degree in finance

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