About Vernon
Vernon Eberly serves as a Wealth Advisor and Senior Financial Planner at
Focus Partners. In his role as a Planner, Vernon oversees the day to day functions
of the planning department including managing process flow, delivering plans
and training associate planners. He also works directly with Senior Wealth
Advisors supporting some of their largest client relationships. Vernon’s
attention to detail allows him to provide comprehensive analyses for clients in
topics ranging from stock options reviews to Roth conversions.
Vernon holds the Certified Financial Planner™ (CFP®) professional
designation, and is an active member of the San Diego chapter of the Financial
Planning Association (FPA) as well as the FPA’s NextGen community.
As a graduate and advocate of the San Diego State University Personal
Financial Planning program, Vernon is dedicated to introducing new planners to
the industry through tailored education and training. Vernon’s passion for
financial planning extends into his free time as he is constantly consuming
industry content through articles, events and financial planning podcasts. When
he does take a break from all things planning, Vernon loves to spend time
outdoors with his wife Kristen and their young son Weston.
Vernon Eberly serves as a Wealth Advisor and Senior Financial Planner at Focus Partners. In his role as a Planner, Vernon oversees the day to day functions of the planning department including managing process flow, delivering plans and training associate planners. He also works directly with Senior Wealth Advisors supporting some of their largest client relationships. Vernon’s attention to detail allows him to provide comprehensive analyses for clients in topics ranging from stock options reviews to Roth conversions.
Vernon holds the Certified Financial Planner™ (CFP®) professional designation, and is an active member of the San Diego chapter of the Financial Planning Association (FPA) as well as the FPA’s NextGen community.
As a graduate and advocate of the San Diego State University Personal Financial Planning program, Vernon is dedicated to introducing new planners to the industry through tailored education and training. Vernon’s passion for financial planning extends into his free time as he is constantly consuming industry content through articles, events and financial planning podcasts. When he does take a break from all things planning, Vernon loves to spend time outdoors with his wife Kristen and their young son Weston.