Broker Check

WEALTH MANAGEMENT

For the new financial world

 

What We're All About

KELLEY Investments is a wealth management firm designed for the new financial world. We provide personal attention and prudent advice with the reassuring safety of a strong institutional custodian.

We’re here to help people see their entire financial situation more clearly and direct them to make prudent decisions to ensure the life they enjoy today continues on.

Your voice of reason

We humans are emotional, impulsive beings when it comes to our finances.


Take buying high, selling low, and all the other irrational investment choices many continue to regret.


The bottom line is, the herd mentality is human nature and it’s normal to feel emotions like excitement and panic. We just shouldn’t make financial decisions based on them.


That’s where having Craig by your side comes in. He remains calm and focused on the long-term, immune to industry bubbles and media hype.

Old-fashioned accountability

We believe that when you really get to know the people whose money you are managing, the decisions you make are very different.


This personal connection is what makes us work tirelessly to protect and nurture the very foundation of our investors' lives, their wealth.

It has to be a relationship

From individual money managers to large institutions, finance has become dangerously formulated and quite frankly a little too lazy and complacent.


We live in an increasingly volatile and complex world, yet the ones in change of our money seem more and more disconnected and impersonal.


I created Kelley Investments as an advocate for investors, a modern alternative to “faceless finance.”


Gone are the generic self-serving products and impersonal solutions.


I believe that for wealth management to be effective, it has to be a relationship, not a transaction.

Your Team

Craig Kelley

858-350-1010

craig@kelleyinvestments.com

Craig Kelley, CIMA®, CPWA® is a Wealth Manager who helps his clients plan and make smart decisions with their money. He structures and implements solutions that reduce stress and simplify their financial lives.

Craig spends the time to really understand his investors, their tolerance for risk and what they are trying to accomplish with their money. Combining his understanding of each investor’s personality and investments, he fine-tunes their Portfolio so it matches their goals and risk profile.

When it comes to managing investments, Craig’s approach reflects his personality and his philosophy of life. For him life and investing are about remaining steady and disciplined. He remains calm and focused on the long-term, immune to industry bubbles, media hype, and the temptations of investing for the quick and easy buck.

“Consistent appreciation with no huge losses” is his investment strategy and his philosophy in life.

Married for over thirty years with a son working for JP Morgan's Private Bank in Chicago, and a daughter working for Skywalker Sound in San Francisco, Craig believes in discipline, moderation, hard work, and values.

This may sound old fashioned, but it’s the way that he’s made his client’s money in the past, and the way he’s avoided big losses in the recent turmoil.

Industry experience.

Craig has more than thirty years of experience, starting his career right out of business school. Craig worked at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting Kelley Investments.

Education.

Graduated from the W.P. Carey School of Business at Arizona State with a BS in Finance.

Credentials.

An SEC Registered Investment Advisor, Craig also holds a Series 7 General Securities license and a California Insurance License #0A11071.

Earned the Certified Private Wealth Advisor® (CPWA®) certification taught in conjunction with the University of Chicago Booth School of Business.

Earned the Certified Investment Management Analyst® (CIMA®) certification taught in conjunction with the Yale School of Management.

Personal.

Born and raised in Toledo, Ohio, Craig moved to Del Mar, California, in 1984 where he lives with his wife Caren, the owner of Equestrian Real Estate (www.equestrianre.com). When Craig’s not managing money, he’s likely surfing or enjoying the beach.

Sean O'Hara

858-350-1010

Sean O’Hara provides Wealth Management and consultation services to Kelley Investments and its clients. He also assists with management functions including data security, systems operations, research, portfolio construction and trading and other administrative functions. 

Industry experience.

More than twenty years starting in the Private Client Division at Merrill Lynch in Pittsburgh, Pennsylvania. Sean was then an associate with LPL Financial Services in San Diego prior to founding Keystone Investment Advisors, Inc.

Credentials.

Sean is an Investment Advisor Representative of KELLEY Investments.

He is also a licensed CA Real Estate Agent (#02003223), and a Certificated Flight Instructor. 

Education.

Graduated from the University of Pittsburgh CGS in 1998 with a BS in Economics.

Personal.

Raised in Pittsburgh, Pennsylvania and has lived in San Diego since 1998. When he’s not working, he’s likely jumping a horse or teaching someone how to fly an airplane.

 

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