Broker Check
Craig Kelley

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.