Chase Hayhurst, CFP®
Wealth Management Associate Advisorchase@weatherlyassetmgt.com
Chase joined the Weatherly team in early 2019 to expand upon the Firm’s high-quality level of client support and financial planning services. His focus areas include preparing and updating financial plans, transfer of asset related support and analyses that enable the team to deliver advice with a high degree of personalization. He also assists with tracking of internal processes and research and analysis related to client retirement plans.
Chase has previous work experience with a national financial planning software company, which advisors utilized to model projections and alternative scenarios for their clients. Chase was on the financial planning team, where he worked hand in hand helping advisors properly build scenarios and had exposure to thousands of plans over the years. Chase also obtained the CFP® designation which allowed him to deepen his level of knowledge and lead Continuing Education courses for other CFP® professionals.
Chase received his B.A. in Economics from San Diego State University in May of 2014. While there, he was a member of the Finance & Investment Society and the Motocross Club. Chase was certified through the IRS and volunteered to prepare taxes for low income families in San Diego county, free of charge, with the 2018 Volunteer Income Tax Assistance (VITA) vvv program.
Chase is currently studying for the Series 65 examination and intends to sit for the exam this summer. Outside of Weatherly, he enjoys working and riding his motorcycles and trying out different recipes in the kitchen and barbecue smoker.
San Diego State University, B.A. (Economics), California
Certifications:License(s): Series 65 D
CERTIFIED FINANCIAL PLANNER™ professional (CFP)A
Financial Planning Association (FPA) +
For more information about educational requirements, professional certifications, and professional designations, click here.