On a lovely March Day, the Weatherly Crew decided to make the most of the San Diego weather and once again teamed up with the Del Mar Village Association and participated in the Keep Del Mar Green Community Cleanup. In an effort to prevent the contamination of our precious waterways, we spread out across the downtown and beach regions to collect trash while also strengthening our team bond. If you want to know more about upcoming cleanups, visit the DMVA website.
To close out the summer of 2018, the Weatherly team put in work to clean up our local beaches! Our crew of beach lovers are passionate about keeping our oceans and waterways free of trash, so we decided to host a beach cleanup in Del Mar, through Ocean Conservancy using the Clean Swell app. The Ocean Conservancy created the Clean Swell app in 2016 to make keeping our oceans clean fun and easy. Learn how to get involved or host your own beach cleanup at: https://oceanconservancy.org
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.
It’s that time of year again! The Susan G. Komen 3 Day walk came to San Diego this past weekend and the Weatherly Crew got the chance to cheer on the walkers as they started their 60-mile trek in Del Mar. The team got all dressed up in pink and handed out water to the walkers to show our support for the cause! Please visit the Susan G. Komen San Diego website at http://komensandiego.org to learn more!
This quarter, our crew of animal lovers spent an afternoon volunteering at the Helen Woodward Animal Center. Helen Woodward Animal Center is located in Rancho Santa Fe and has been in the business of saving animals in San Diego county and beyond for over 45 years! The Weatherly team was able to help with a few paint jobs around the property and take some time to play with some of their adorable animals. If you would like to learn more about this organization or view their adoptable pets please visit: https://animalcenter.org/
Each year, The Susan G. Komen 3 Day walk comes to San Diego and Weatherly Asset Management gets a front row seat! This November, we set up a refreshment stand and decked ourselves out in pink gear to show support and encouragement for the walkers who set out to raise awareness and funds for breast cancer research. To learn more about the walk, and how you can get involved with this cause, please visit the Susan G. Komen San Diego website at http://komensandiego.org
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!
Sally Eisenberg joined the Weatherly team in 2016 in a support role to continue Weatherly’s commitment to bring high level service to clients and staff. Sally’s main focus areas at the firm include streamlining the client onboarding experience, operations, teaching cybersecurity best practices, and business process automation. Sally’s previous experience in teaching, marketing, and financial planning augments Weatherly’s comprehensive client service offerings and technology implementation initiatives.
Prior to joining Weatherly, Sally lived in Taiwan teaching English to children ages 4-14. Upon the completion of her teaching contract, she traveled independently in the Southeast Asia area. Prior to her teaching experience, Sally worked in sales at White Sands La Jolla, a California Senior Living Community. Her main responsibilities were completing financial evaluations for incoming clients, maintaining sales records, and functioning as an executive assistant to the Director of Marketing.
Sally graduated cum laude from San Diego State University with her B.S. in Business Administration with an emphasis in Financial Planning. In 2013, She also completed a 200 hour yoga teaching certification to volunteer teach yoga to the elderly during her tenure at White Sands. Sally obtained her series 65 D license in July of 2023. Sally volunteers for Verde Valley Caregivers Coalition, a nonprofit providing seniors with assistance to maintain their independence and quality of life at home.
In her free time, Sally enjoys taking long hikes with her two dogs, cooking, and crafting.
Education:
San Diego State University, B.S. (Business Administration – Financial Planning), California
Certifications:
License(s): Series 65 D
Ryan Richardson joined Weatherly in 2012, and rejoined the Weatherly team in Fall of 2017 after a year abroad teaching English. Ryan is a CERTIFIED FINANCIAL PLANNERTM professional (CFP®) as well as a Chartered Financial Consultant® (ChFC®). One of Weatherly’s most tenured advisors, Ryan’s core functions span client relationship management, cashiering, overseeing clients’ transfer of assets, RMD planning, block trade support and bond allocations, and mentoring WAM’s next generation of associates.
In 2012, Ryan graduated from the University of San Diego (USD) with his BBA in Business Administration with an emphasis in Finance. Ryan was a member of the Delta Sigma Pi professional business fraternity, where he held leadership positions as the Head of Finance and External Communications. Prior to his education at USD, Ryan excelled in collegiate baseball at Santa Barbara City College where he played for two years and graduated with honors. Between 2016 and 2017, Ryan worked for Apax English developing his teaching, teamwork, and leadership skills through teaching English to children ages 5-15 in Vietnam.
In Ryan’s free time, he enjoys supporting the Padres, playing softball, camping, and woodworking.
Education:
University of San Diego, B.B.A (Business Administration), California
Certifications:
License(s): Series 66 License D
Exam(s): Series 7 (inactive)
Executive Financial Planner Advanced Certificate program at SDSU=
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)A
ChFC®ll
Active Memberships:
Financial Planning Association (FPA)+
Awards & Accomplishments:
Five-Star Best Personal Wealth Manager Award
Brooke Boone Kelly joined the Weatherly team in 2016 to provide high quality service to the Firm’s clients and became a Partner in 2023. She works closely with existing clients and new client business to understand their financial goals and implement strategic planning and investments to achieve their needs. She is also a member of the firm’s investment committee and trading team to help raise for client cash flow needs. Brooke leads our charitable related business and assists clients with estate administration processes.
Prior to joining Weatherly, Brooke worked as a Senior Audit Associate at Grant Thornton, LLP (GT). During her four year tenure at GT, Brooke performed audits and reviews of dynamic public, private, and not-for-profit companies in industries including life sciences, biotechnology, aerospace, manufacturing, and education. She prepared financial statements, established and maintained professional relationships with clients, and was co-chair of University of San Diego Recruiting to attract new talent to the firm. She trained and supervised associate and intern workload in her department, and represented Grant Thornton as an Athena Auction Committee Member ||| at the Athena Pinnacle Gala.
Brooke graduated summa cum laude from the University of San Diego with her B.S. in Accountancy in May 2014. She completed her Masters of Science in Accountancy (MACC) F at USD in August 2014. While at USD, Brooke was involved in many on-campus organizations, including USD’s Accounting Society, Preceptorial Assistant program {{, and Gamma Phi Beta Sorority. Brooke was Gamma Phi Beta’s Health and Wellness Chair, Philanthropy Chair, and Safety Chair. Brooke joined the Vistage Emerging Leaders Program!!! in 2022 to enhance her leadership skills at the firm. In her free time, she enjoys spending time with her family and friends, spinning, specifically on her peloton, hiking and traveling.
Education:
University of San Diego, MACCA (M.S. in Accountancy), California
University of San Diego, B.S. (Accountancy), California
Certifications:
License(s): Series 65 D
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) A
Active Memberships:
Financial Planning Association (FPA)+
The North County Estate Planning Councilww
Del Mar Women’s Giving Collective ccc
Awards and Accomplishments:
San Diego Business Journal Women of the Year (F/K/A Women Who Mean Business) Finalist
“Woman of the Year” for the San Diego Magazine Finalist
Year(s): 2021
San Diego Business Journal’s 40 Business Leaders under 40
Year(s): 2023
Five-Star Best Personal Wealth Manager Award – Year(s): 2024