*Update Nov 23-27, 2020* This Thanksgiving, our team is thankful for our clients, friends, and loved ones. We hope all are healthy. The Weatherly Team is here to help as we continue to conduct business seamlessly and securely from our office and home offices (since 3/16/20). As an essential business, we continue to navigate dynamic local and state guidelines, consistently prioritizing the health of clients and our team is adapting to ongoing strategies for phasing back to the office. Our office will be closed on Thanksgiving day 11/26. We will address time sensitive business on Friday 11/27 until market close, and resume business hours on Monday 11/30. Calls continue to be routed appropriately to ensure your ability to connect with our team.

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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. To further augment his leadership abilities, Brent joined a Key Executive chapter of Vistage!!!! in mid 2019.

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)
CERTIFIED FINANCIAL PLANNER™ professional (CFP)A

Active Memberships:

ΣAE Alumni Association of San Diego
Financial Planning Association (FPA) +
Vistage Key Executive Program !!!!

Awards & Accomplishments:

Five-Star Best Personal Wealth Manager Award

Year(s): 2015, 2016, 2017, 2018, 2019, and 2020

 


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

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