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Culture and Community

Weatherly’s culture is built upon a foundation of cooperation, unique dedication, and innovative thinking. Deeply rooted in our founder, our team, and our services, these qualities create the high touch partnership we hold with each and every one of our clients.

Client and Team Culture

We approach each financial situation and client relationship with a team like, multi-involvement style that allows us to deliver high quality and versatile services, tapping into our team’s strengths to ensure our clients receive the best thorough analysis, explanation, and most importantly, personalized experience.

At Weatherly, we validate and appreciate the worth of both professional and personal hard work. We take the time to understand the journey each one of our clients have experienced to better understand how we can help sustain and grow their wealth. We seek ways in which we can organize, nurture, and grow our clients’ financial and personal lives, thus allowing them more time to be productive in the areas of their business, family, and the community. Our team values having the ability to take the weight of financial planning off thus allowing more freedom to create, contribute, and innovate.  

Community Involvement

Our team highly values community involvement and volunteer engagement as it speaks to our core values. Combining a mix of philanthropic events and regular donations, our team enjoys getting involved in a variety of ways. Just a few of our recent volunteer outings include Feeding America (San Diego), the Susan G. Komen 3 Day Breast Cancer Walk and Helen Woodward Animal Shelter. 

Feeding San Diego (December 2017):

This quarter, our team made our annual visit to Feeding America, San Diego headquarters. For our day of volunteering, we helped the distribution center sort over 6,000lbs of tomatoes and prepped them to be delivered to various food distribution locations within the San Diego County. Amid environmental crises, and the daily struggles families face with hunger, our team was reminded of the huge impact this organization has on the community.


We continue to look for new ways to create a Ripple Effect within our community and welcome new suggestions on volunteer opportunities, charitable donations, and philanthropic goals for the New Year!

Susan G. Komen 3 Day Breast Cancer Walk (November 2017):


Helen Woodward day (April 2017):


Susan G. Komen 3 Day Breast Cancer Walk (November 2016):

Feeding America day (November 2015):

As hunger is a global concern, we see its heavy effect within our community and the greater San Diego area. November 2015, Weatherly partnered with Feeding America to help get our team involved. The organization not only provides many avenues of support, but also is a great resource and educator on how to fight hunger, reduce food waste, and help families in need. See our behind the scenes experience at Feeding America below, or visit our Facebook page here, and let us know if you’d like to get involved!  



For more information on how you can get involved with both giving and volunteering, please feel welcome to reach out to our team. Weatherly is able to facilitate connections and provide recommendations on volunteering events, charitable organizations, and charitable giving. Ask any of our advisors how you can get started! 

Visit us on Facebook and LinkedIn

If you have questions surrounding Weatherly’s culture, our team welcomes the opportunity to engage and discuss our approach. We also welcome suggestions for community involvement as we are always looking for new ways to get involved, in touch, and engaged with our community!