Marty joined the Weatherly team in Fall of 2022 to expand upon the Firm’s best-in-class level of client service. His experience, education, and strengths in communication, analysis, planning, and operations are valuable contributions to our business and clients. His initial responsibilities include internal reporting, facilitating smooth transfer of assets for current and new clients, facilitating deposits for the firm, and research.
Marty’s prior experience at a local RIA provided a foundational skill set transferable to Weatherly’s team approach. Marty earned his Bachelor of Science in Finance (BS) from San Diego State University where he was a member of the Finance and Investment Society www . While attending SDSU, Marty became certified as a Financial Modeling & Valuation Analyst uu through the Corporate Finance Institute. Marty completed Level II of the CFA® ProgramB04 in 2023. He holds a series 65 D license.
Marty was born and raised in San Diego and in his free time, he enjoys taking his dog on hikes, surfing at local beaches, cooking, and spending time with his family.
Education:
San Diego State University, B.S. (Finance), California
CFA® Program, CFA Institute, Completed Level II in 2023 B04
Certifications:
Corporate Finance Institute® Financial Modeling & Valuation Analyst Certification uu
License(s): Series 65D
Active Memberships:
CFA® Program, Candidate Membership 2024 B002
For more information about educational requirements, professional certifications, and professional designations, click here.
