Aubrey joined the Weatherly team in 2019 to expand upon the Firm’s high-quality level of client support and financial planning services. His responsibilities include relationship management, research and analyses related to financial planning, charitable related workflows, and core investment management initiatives.
Aubrey’s prior 5 years of experience in the financial services industry provided opportunities to develop his skill set in financial planning, client service, insurance analysis, and business development.
Aubrey earned his Bachelor of Business Administration with a concentration in Finance and International Business from Gonzaga University in 2014. At Gonzaga, he played for the Men’s soccer team and worked as a lifeguard/swim instructor at the local YMCA. He was involved in the University’s Bulldog Investment Group ee and along with other Gonzaga students, he volunteered as a mentor for junior high school students at an on-campus chapel. In 2020, Aubrey completed his Master of Science Degree in Personal Financial Planninggg through the College for Financial Planning (CFFP). Aubrey currently volunteers his time as a committee member of the NexGen group of the Financial Planning Association (FPA) of San Diego. As President of the NexGen group, Aubrey organizes educational and networking events for young local advisors to connect and help advance their careers in the financial services industry+. Aubrey obtained his Enrolled Agent (EA)bbb designation in 2023.
Outside of Weatherly, Aubrey enjoys golfing, surfing and spending time with family.
Education:
Gonzaga University, B.B.A. Business Administration (Finance & International Business), Washington
College for Financial Planning, Master of Science Degree in Personal Financial Planninggg
Certifications:
License(s): Series 66 D
Insurance: (Life Only, Accident & Health, Variable Contracts)DD
Exams: Series 7D (inactive)
CERTIFIED FINANCIAL PLANNER™ professional (CFP®) A
CRPC® – Chartered Retirement Planning CounselorSMjj
MPAS® – Master Planner of Advanced Studiesii
Enrolled Agent (EA)bbb
Active Memberships:
San Diego chapter of the Financial Planning Association (FPA)+.
Awards & Accomplishments
Five-Star Best Personal Wealth Manager Award – Year(s): 2024
For more information about educational requirements, professional certifications, and professional designations, click here.
