The Weatherly team wishes you a safe and happy holiday weekend with family and friends. As a reminder, our office will be closed with the markets on Friday, March 29th in observance of Good Friday. This Women's History Month, the WAM team extends gratitude to women who have paved the way, and those who continue to impact and build lasting legacies.

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About Us

Sally Eisenberg

Operations & Client Service Advisor


Sally Eisenberg joined the Weatherly team in 2016 in a support role to continue Weatherly’s commitment to bring high level service to clients and staff. Sally’s main focus areas at the firm include streamlining the client onboarding experience, operations, teaching cybersecurity best practices, and business process automation. Sally’s previous experience in teaching, marketing, and financial planning augments Weatherly’s comprehensive client service offerings and technology implementation initiatives.

Prior to joining Weatherly, Sally lived in Taiwan teaching English to children ages 4-14. Upon the completion of her teaching contract, she traveled independently in the Southeast Asia area. Prior to her teaching experience, Sally worked in sales at White Sands La Jolla, a California Senior Living Community. Her main responsibilities were completing financial evaluations for incoming clients, maintaining sales records, and functioning as an executive assistant to the Director of Marketing.

Sally graduated cum laude from San Diego State University with her B.S. in Business Administration with an emphasis in Financial Planning. In 2013, She also completed a 200 hour yoga teaching certification to volunteer teach yoga to the elderly during her tenure at White Sands. Sally obtained her series 65 D license in July of 2023. Sally volunteers for Verde Valley Caregivers Coalition, a nonprofit providing seniors with assistance to maintain their independence and quality of life at home.

In her free time, Sally enjoys taking long hikes with her two dogs, cooking, and crafting.

Education:

San Diego State University, B.S. (Business Administration – Financial Planning), California

Certifications:

License(s): Series 65 D


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

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