About
With decades of experience and an impressive list of qualifications and certifications, Kelly’s approach to wealth management is strong on planning, tactical in investing, and disciplined in balancing risk and return. He believes wholeheartedly that astute financial planning is the bedrock of a well thought-out, holistic wealth management philosophy, and that removing emotion from the decision-making process is essential for any truly tactical investment strategy.
These qualities and Kelly’s overall wealth management ideology make him a great addition to the Wealth Enhancement Group team. He joined Wealth Enhancement Group in 2022 through the Napa Valley Wealth Management acquisition.
Outside of work, Kelly is a member of numerous charitable Bay Area boards, clubs, trusts, and associations. He’s also an avid fisherman who enjoys scuba diving, sea kayaking, mountain biking, and bocce ball.
Kelly services clients at the St. Helena, Walnut Creek - East Bay and El Cerrito offices.
Education
- BS - Business Administration, Accounting and Finance, California State University at Hayward, MBA - Finance, California State University at Hayward
Additional licenses and designations
- CA Insurance License #0668025
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