Kelli  Ruby,  CFP<sup>&reg;</sup> - Financial Advisor

Kelli Ruby, CFP®

Wealth Management Advisor

Weatherly Asset Management

1970 Columbia Street, Unit 513
San Diego, CA 92101
FINANCIAL ADVISOR'S WEBSITE
(858) 259-4507

General

Kelli Ruby is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Weatherly Asset Management in San Diego, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Helpful Financial Planning Resources