FEATURED EXCELLENCE AWARDEE

Kelli Burger, CFP®

“I had a picture of a house, and the house was Premiere Mortgage Centre”

Kerri Reed, Premiere Mortgage Centre

Read on

Excellence Awardee: Portfolio Manager of the Year

www.weatherlyassetmgt.com

linkedin.com/in/kelli-burger

kelli@weatherlyassetmgt.com

858-259-4507

832 Camino Del Mar Suite 4, Del Mar, CA 92014

Read on

Excellence Awardee: Portfolio Manager of the Year

Kelli Burger, CFP®

facebook.com/GreenInfrastructurePartners

@fundexcapital

1188 Whakue St, Rotorua Central, Rotorua

@jaws_IP

Kelli Burger, CFP® is a highly accomplished and experienced financial expert who joined Weatherly in 2011 and became a partner of the firm in 2018. Her impressive portfolio of work includes building and maintaining meaningful relationships with clients by providing them with comprehensive and personalized services that take their individual needs and aspirations into account.

The Lakes College Culinary Club (TLCCC) started with a team of 12 students and has now expanded to over 30 members, showcasing its continued success through participation in college events and even catering for local community organisations. This program not only imparts valuable culinary skills but also teaches the significance of community service, fosters practical abilities and cultivates a professional work ethic. Spanning ages 11 to 18, the Culinary Club challenges students to create elaborate six-course degustation dinners and manage large-scale catering for college gatherings. Chloe, a Year 7 student, praises the program for imparting essential life skills in an enjoyable way among friends. Likewise, Emily values the connections she forms despite the program’s demanding pace. Under the guidance of Chef Joel, TLCCC contributes to the college’s ethos and the students’ personal growth. The program’s commitment to local ingredients and culinary adventures is evident as it expands to include barista training and Responsible Service of Alcohol certification. The program seamlessly merges science, art and food technology, promoting discipline and shared responsibility. TLCCC embodies a commitment to service, community engagement and student leadership, cementing its unique character and contribution to The Lakes College.

youtube.com/@canterburycollege-waterford

Partner, Weatherly Asset Management, L.P.

Kelli’s financial acumen extends to retirement planning and developing customized financial plans for clients based on ongoing discussions. She is a key member of the firm’s investment committee and provides investment recommendations to build tax and fee-efficient portfolios that help ensure clients meet their financial goals. Additionally, Kelli is involved in the development and implementation of marketing initiatives for the firm and actively seeks ways to mentor and lead others to enhance their skill sets. Kelli is passionate about giving back to the community and is actively involved in volunteering with Father Joe’s Villages and Lasagna Love. She serves on the board of the Boys & Girls Club of Vista and Pawsitive Teams and is committed to making a positive impact on the lives of others. Kelli holds a BS in international business from Xavier University and has further education from The Ohio State University.

Partner, Weatherly Asset Management, L.P.

Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. www.weatherlyassetmgt.com/adv and www.weatherlyassetmgt.com/adv/#2023invtnewswomen