*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

Chase Hayhurst, CFP®

Wealth Management Associate Advisor

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.

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


License(s): Series 65 D


Active Memberships:

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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