*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

Kelli Ruby, CFP®

Wealth Management Advisor, Partner

Kelli Ruby joined the Weatherly Team in 2011 and became a partner of the firm in 2018.  Kelli’s role includes building and maintaining relationships with new clients through strategic referral channels, specifically during the client onboarding process, as well as continuing to deliver comprehensive services to existing clients. Kelli works with clients on retirement planning and develops financial plans and recommendations based on ongoing, in-depth discussions. She is also a member of the Firm’s investment committee and provides investment recommendations to build tax and fee efficient portfolios along with monitoring cashiering activities for WAM clients. Kelli also works closely with the Partners to develop and implement marketing initiatives for the Firm, which has grown to encompass social media and blogging as well as other PR mediums. Kelli is committed to mentorship and leadership at the Firm and joined the Vistage Emerging Leaders Program !!! in 2019 to enhance her skill set.

Kelli holds a B.S. in International Business from Xavier University in Cincinnati, Ohio. Interested in finance, Kelli pursued further education at The Ohio State University. Prior to Weatherly, Kelli had experience in the commercial real estate industry. Outside of Weatherly, Kelli volunteers in the kitchen at Father Joe’s Villages and bakes/delivers home cooked meals to local families through Lasagna Love.


Xavier University, B.S. (International Business), Ohio


License(s): Series 65 D
Executive Financial Planner Advanced Certificate program at SDSU=

Active Memberships:

Vistage Emerging Leaders Program !!!
San Diego chapter of the Financial Planning Association (FPA)+.
Women Give San Diego zz

Awards & Accomplishments:

Five-Star Best Personal Wealth Manager Award

Year(s): 2017, 2018, 2019, 2020, and 2021

“Woman of the Year” for the San Diego Magazine Nominee

Year(s): 2017

San Diego Business Journal Women of the Year (F/K/A Women Who Mean Business) Finalist

Year(s): 2019, and 2020

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

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