Andrea joined the Weatherly team in 2021 to expand upon the Firm’s high-quality level of client service and support. Her responsibilities include retirement planning, cash flow strategies, client billing, and benchmark reporting. Additionally, Andrea facilitates the firm’s business development efforts through her involvement in the Fidelity WAS program and as an involved member of the professional community.
Prior to her career in Wealth Management, Andrea worked as a Senior Audit Associate at Ernst & Young, LLP (EY). During her four year tenure at EY, Andrea performed audits and reviews of public and private companies in the technology space in the Bay Area. She supervised complex parts of the audit while developing and maintaining productive working relationships with the client. In addition to her experience in corporate public accounting, Andrea’s prior experience includes production support for a Napa winery and ocean lifeguarding for the City of Del Mar.
Andrea earned her Bachelor’s of Business Administration with a concentration in Accounting from Southern Methodist University, followed by the completion of her Master’s of Science in Accountancy (MSA)kk, also at SMU. She holds a series 65 license and is also a Certified Public Accountant (CPA)mm. Andrea volunteers with Just In Time, a San Diego-based organization that assists transition-age foster youth with financial stability and education.
In her free time, Andrea can be found playing pick-up soccer, surfing at sunset, or spending time with her three sisters.
Education:
Southern Methodist University, Bachelor’s of Business Administration – Accounting (BBA)
Southern Methodist University, Masters of Science in Accounting (MSA)kk
Certifications:
Certified Public Accountant (CPA)mm
License(s): Series 65 D
For more information about educational requirements, professional certifications, and professional designations, click here.
