*Update * This holiday season, the Weatherly team is especially thankful for the opportunities to work with our clients and for our community. We continue to prioritize your safety, and that of our team. The Weatherly crew is here to help as we conduct business seamlessly and securely from our office and home offices (since 3/16/20). We continue to collaborate and primarily meet virtually, via enhanced technology and training, to ensure your ability to connect with and access your team of investment professionals.

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About Us

Aubrey Brown, CFP®, CRPC®, M.S.

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. In 2020, Aubrey completed his Master of Science Degree in Personal Financial Planninggg through the College for Financial Planning (CFFP). Aubrey currently volunteers his time as a committee member of the NexGen group of the Financial Planning Association (FPA) of San Diego+. Outside of Weatherly, Aubrey enjoys golfing, surfing and spending time with family.


Gonzaga University, B.B.A. Business Administration (Finance & International Business), Washington
College for Financial Planning, Master of Science Degree in Personal Financial Planninggg


License(s): Series 66 D
Insurance: (Life Only, Accident & Health, Variable Contracts)DD
Exams: Series 7D
CRPC® – Chartered Retirement Planning CounselorSMjj
MPAS® – Master Planner of Advanced Studiesii

Active Memberships:

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

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

Volunteering Outings With Weatherly

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