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About Us

Aubrey Brown, CFP®

Wealth Management Associate Advisor


Aubrey joined the Weatherly team in 2019 to expand upon the Firm’s high-quality level of client support and financial planning services.  His initial responsibilities include research and analyses related to financial planning, reporting and operational support, and core investment management initiatives.

Aubrey’s prior 5 years of experience in the financial services industry provided opportunities to develop his skill set in financial planning, client service, insurance analysis, and business development.

Aubrey earned his Bachelor of Business Administration with a concentration in Finance and International Business from Gonzaga University in 2014.  At Gonzaga, he played for the Men’s soccer team and worked as a lifeguard/swim instructor at the local YMCA.  He was involved in the University’s Bulldog Investment Group ee and along with other Gonzaga students, he volunteered as a mentor for junior high school students at an on-campus chapel.  Aubrey plans to continue his post-graduate education in 2020.  Outside of Weatherly, Aubrey enjoys golfing, surfing and spending time with family.

Education:

Gonzaga University, B.B.A. Business Administration (Finance & International Business), Washington

Certifications:

License(s): Series 66 D
Insurance: (Life Only, Accident & Health, Variable Contracts)DD
Exams: Series 7D
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) A

Active Memberships:

San Diego chapter of the Financial Planning Association (FPA)+.


For more information about educational requirements, professional certifications, and professional designations, click here.

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