2022 San Diego 500-The Most Influential People in San Diego – San Diego Business Journal
Del Mar, CA - November, 2022
Kelli Burger was included in the 2022 San Diego 500, an annual publication listing 500 influential business leaders published by the San Diego Business Journal. Kelli’s profile includes her established career in the wealth management industry, and her well-rounded engagement with the San Diego Community. You can view the full list here and read Kelli’s bio here.
The 2022 San Diego 500 is comprised of 11 main categories: 1) Associations, 2) Nonprofits, 3) Education, 4) Finance, 5) Health & Life Science, 6) Other Industries, 7) Lifestyle, 8) Professional Services, 9) Real Estate, 10) Technology, and 11) Icons. Members of the SD 500 are selected by SDBJ’s newsroom on editorial merit alone, thus representing the most influential and accomplished business leaders in the market. The San Diego Business Journal’s process for inclusion in the list involved asking for feedback from numerous industry experts. Evaluation criteria included merit, business savvy, and civic engagement.
Kelli was one of 68 professionals included in the Finance subcategory. Weatherly did not apply for consideration or inclusion in the list. There was no fee to participate in the list, and Weatherly was not required to advertise in, or subscribe to, the San Diego Business Journal. No organizational memberships were required of the Firm or individuals. Inclusion in this list is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the ranking or the appropriateness of advertising inclusion in this list.
About Weatherly Asset Management, L.P.
Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994.
Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.
Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.
Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.
For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/
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Carolyn P. Taylor