Kelli Burger, formerly Kelli Ruby, joined the Weatherly Team in 2011 and became a partner of the firm in 2018. Kelli’s role includes building and maintaining relationships with new clients through strategic referral channels, specifically during the client onboarding process, as well as continuing to deliver comprehensive services to existing clients. Kelli works with clients on retirement planning and develops financial plans and recommendations based on ongoing, in-depth discussions. She is also a member of the Firm’s investment committee and provides investment recommendations to build tax and fee efficient portfolios along with monitoring cashiering activities for WAM clients. Kelli also works closely with the Partners to develop and implement marketing initiatives for the Firm, which has grown to encompass social media and blogging as well as other PR mediums. Kelli is committed to mentorship and leadership at the Firm and joined the Vistage Emerging Leaders Program !!! in 2019 to enhance her skill set; she completed the program in 2021.
Kelli holds a B.S. in International Business from Xavier University in Cincinnati, Ohio. Interested in finance, Kelli pursued further education at The Ohio State University. Prior to Weatherly, Kelli had experience in the commercial real estate industry. Outside of Weatherly, Kelli volunteers in the kitchen at Father Joe’s Villages and bakes/delivers home cooked meals to local families through Lasagna Love. Kelli currently serves on the Board of the Boys & Girls Club of Vista qq and is a member of their Finance Committee. Kelli most recently serves on the board of Pawsitive Teams rr, a volunteer-run organization that trains and places service dogs with persons with special needs.
Kelli resides in Poway with her husband and son. Outside of Weatherly, she enjoys traveling, cooking and baking and is an avid reader.
Education:
Xavier University, B.S. (International Business), Ohio
Certifications:
License(s): Series 65 D
Executive Financial Planner Advanced Certificate program at SDSU=
CERTIFIED FINANCIAL PLANNER™ professional (CFP®)A
Active Memberships:
Vistage Emerging Leaders Program !!!
San Diego chapter of the Financial Planning Association (FPA)+.
Women Give San Diego zz
Awards & Accomplishments:
Five-Star Best Personal Wealth Manager Award
Year(s): 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024
“Woman of the Year” for the San Diego Magazine Nominee
Year(s): 2017
San Diego Business Journal Women of the Year (F/K/A Women Who Mean Business) Finalist
“Woman of the Year” for the San Diego Magazine Finalist
Year(s): 2021
San Diego Business Journal’s 40 Business Leaders Under 40
San Diego Business Journal’s San Diego 500
Year(s): 2022
San Diego Magazine Celebrating Women Nominee
Year(s): 2023
Excell Represent Women in Wealth Management Award Finalist
Year(s): 2023
Investment News Women to Watch Portfolio Manager of the Year Excellent Awardee
Year(s): 2023
For more information about educational requirements, professional certifications, and professional designations, click here.
