*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.

You're Leaving Our Website...

You clicked a link to an external page which may not be affiliated with this site.

Cancel
Continue

About Us

Sally Eisenberg

Operations Associate


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, 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 volunteers for Verde Valley Caregivers Coalition, a nonprofit providing seniors with assistance to maintain their independence and quality of life at home.

Education:

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


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

Volunteering Outings With Weatherly

Ready to work together?

Schedule a Consultation