You're Leaving Our Website...

You clicked a link to an external page which may not be affiliated with this site.

Cancel
Continue

About Us

Brent Armstrong, CFP®

Wealth Management Advisor, Partner


Brent Armstrong has been a part of the Weatherly crew since 2007 and became a Partner in 2015. He looks forward to continuing the high level of service and sophistication our clients have come to expect. Brent works closely with both current and prospective clients to best understand their financial situation, goals and concerns, in order to address those needs through creating financial plans and implementing investment recommendations. Brent is a key member of the investment committee and applies his security research to construct both new accounts and rebalance client managed accounts. As one of the main traders at WAM, he works in tandem with the other Partners to ensure all accounts have the appropriate asset allocation mix for the client’s particular situation. Brent also monitors the performance of managed accounts and maintains the composite performance for the firm.

Brent received his B.S. degree from San Diego State University where he studied Business Administration with an emphasis in Financial Services. Prior to his career in Wealth Management, he worked for the Newport Beach Fire Department as an Ocean Lifeguard and Jr. Lifeguard Instructor.

Education:

San Diego State University, B.S. (Business Administration), California

Certifications:

License(s): Series 65 D
Exams: Series 3 (inactive) and Series 7 (inactive)
CERTIFIED FINANCIAL PLANNER™ professional (CFP)A

Active Memberships:

ΣAE Alumni Association of San Diego
Financial Planning Association (FPA) +

Awards & Accomplishments:

Five-Star Best Personal Wealth Manager Award

Year(s): 2015, 2016, 2017, 2018


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

Volunteering Outings With Weatherly

Ready to work together?

Schedule a Consultation