Kelli Ruby, CFP®
Wealth Management AdvisorKelli@WeatherlyAssetMgt.com
Kelli Ruby joined the Weatherly Team in 2011 to continue the tradition of providing a high level of personalized service to existing and prospective clients. 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 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. Kelli completed the Executive Financial Planner Advanced Certificate= program at San Diego State University.
Certifications and Education Requirements
Kelli is also a member of the San Diego chapter of the Financial Planning Association (FPA)+.
She is a member of Women Give San Diego zz and a volunteer baker for Cake4Kids, a non-profit organization that delivers home-made birthday cakes to foster children and at-risk youth.
Awards and Accomplishments
Five-Star Best Personal Wealth Manager Award
San Diego Magazine’s 2017 Woman of the Year Award Nominee
For more information about educational requirements, professional certifications, and professional designations, click here.