Weatherly Asset Management

Aubrey Brown is a CFP® with 10 years of industry experience currently working at Weatherly Asset Management. He has previously worked at LPL Financial and Lifetime Financial Advisors, Inc. Brown is based in Del Mar, CA and holds a Series 66 license. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, providing discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach combining top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income.

Sally Eisenberg is a financial advisor at Weatherly Asset Management with three years of industry experience and holds a Series 65 credential. She has prior work experience outside finance, including serving as a part-time employee at Sedona Beer Company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets through a team-based approach that emphasizes a combination of top-down macroeconomic analysis and bottom-up fundamental research.

Brooke Kelly is a CFP® with nine years of industry experience, currently serving at Weatherly Asset Management. She has worked with the firm since 2016 in various capacities. Outside of her advisory role, she holds a minority ownership interest in a family-owned lumber company. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm employs a team-based approach focusing on mid- to large-cap core equities and high-quality fixed income, managing $1.68 billion in client assets.

Martin Rascon Jr. is a CFA® charterholder and holds a Series 65 license, with five years of experience in financial advising. He currently works at Weatherly Asset Management and previously held roles at Platt Wealth Management and in catering and university settings. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets across its multi-advisor team. The firm combines top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income, and employs a team-based investment process with regular client communications.

Chase Hayhurst is a CFP® with six years of industry experience, currently serving as an advisor at Weatherly Asset Management. Prior to joining Weatherly, he worked at EMoney Advisor for five years. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning. The firm combines a top-down macroeconomic approach with bottom-up fundamental research, focusing on mid- to large-cap equities and high-quality fixed income, and manages client assets through a team-based investment committee.

Andrea Taylor is a CFP® with three years of industry experience, currently advising at Weatherly Asset Management. Prior to joining Weatherly, she worked at Ernst & Young, LLP and Cakebread Cellars. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm combines top-down macroeconomic analysis with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and manages approximately $1.68 billion in client assets through a team-based approach.

Carolyn Taylor is a financial advisor with Weatherly Asset Management in Del Mar, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Weatherly Asset Management since 1994. Weatherly Asset Management serves individual and institutional clients, including trusts, retirement plans, charitable organizations, and small businesses, offering discretionary portfolio management and comprehensive financial planning. The firm uses a team-based approach to manage approximately $1.68 billion in assets, combining top-down macroeconomic analysis with bottom-up fundamental research focused on mid- to large-cap core equities and high-quality fixed income.

Ryan Richardson is a CFP® and ChFC® with 13 years of industry experience, currently serving at Weatherly Asset Management in Del Mar, CA. He has been with Weatherly since 2012, aside from a brief period at Apax English and LPL Financial. Ryan is part of a multi-advisor team at the firm. Weatherly Asset Management provides discretionary portfolio management and comprehensive financial planning to individual and institutional clients, including trusts, retirement plans, and charitable organizations. The firm employs a combined top-down and bottom-up investment approach, focusing on mid- to large-cap core equities and high-quality fixed income, with portfolios managed by an investment committee and team workflow.

Brenton Armstrong is a CFP® professional with 18 years of industry experience, currently serving at Weatherly Asset Management since 2015. He holds the Series 65 designation and is based in Del Mar, CA. Weatherly Asset Management serves individual and institutional clients, including trusts and retirement plans, through discretionary portfolio management and comprehensive financial planning. The firm employs a team-based investment approach combining macroeconomic analysis with fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income.

Kelli Burger is a CFP® and Series 65-registered advisor with Weatherly Asset Management, where she has worked since 2016, accumulating 13 years of industry experience. She is based in Del Mar, CA, and operates within an 11-advisor team at the firm. Weatherly Asset Management serves individual and institutional clients with discretionary portfolio management and comprehensive financial planning, managing approximately $1.68 billion in assets. The firm combines a top-down macroeconomic perspective with bottom-up fundamental research, focusing on mid- to large-cap core equities and high-quality fixed income, and employs a team-based approach supported by an investment committee.