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Wrong Craig Kelley?

Craig P. Kelley

Owner

Kelley Investments

HQ Phone:  (858) 350-1010

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Kelley Investments

2175 El Amigo Road

Del Mar, California,92014

United States

Company Description

Kelley Investments offers the expertise and accessibility of a local firm with the services, resources and security of one of the world's largest institutional custodians. We are currently using National Financial Services (NFS), a Fidelity Investments compa...more

Web References(20 Total References)


About - Kelley Investments

www.kelleyinvestments.com [cached]

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. Craig P. Kelley, CPWA® is a Private Wealth Manager and the Managing Member of KELLEY Investments, LLC. Craig helps families and business owners organize, plan, and manage all aspects of their wealth as they progress through the life cycle of wealth: Accumulation, Preservation, and Distribution. Craig helps his clients save time and reduce stress by simplifying complex financial situations, and by implementing specific strategies to maximize growth, minimize taxes, monetize and protect assets, generate income, and transfer wealth. Managing money today often requires the targeted skills of a variety of professionals. Craig acts as his client's team leader, their main point of contact who puts all of the pieces of the Wealth Management puzzle together. As team leader, Craig works collaboratively with his clients' accountants, attorneys, and other advisors to structure and implement the best solutions for his clients' unique needs. Craig understands the power of psychology and gets to know his investors. He takes time to understand their risk tolerance and their financial needs, now and in the future. Combining his understanding of each investor's personality and investments, he fine-tunes their portfolio so it matches their goals and risk profile. If you're the type of investor who actively trades, or is looking to get rich quick, you probably won't invest with Craig. But if you're someone who appreciates a good value, wants to own solid well-researched investments to plan for your future, Craig is your man. Consistent appreciation with no huge losses is his investment strategy and his philosophy in life. Married for over twenty-five years with a son in business school and a daughter working in film 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 in 1984. Craig worked as a Private Accounts Manager at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting KELLEY Investments in 1996. Credentials. An SEC Registered Investment Advisor, Craig also holds a Series 7 General Securities license, a Series 63 State Securities license, a Series 24 Registered Principal license, and a California Insurance License #0A11071. Education. Graduated from Arizona State University's W.P. Carey School of Business in 1984 with a BS in Finance. Craig earned a Certified Private Wealth Advisor® (CPWA®) designation following graduate level coursework and examination at the University of Chicago Booth School of Business. The CPWA® certification program is an advanced credential for Wealth Managers focused on developing specific strategies for high-net-worth individuals that help them maximize growth, minimize taxes, monetize and protect assets, generate income, and transfer wealth. 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 he's not managing money, he's likely surfing. Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA.


Services - Kelley Investments

www.kelleyinvestments.com [cached]

Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA.


About - Kelley Investments

www.kelleyinvestments.com [cached]

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. Craig Kelley is a Registered Investment Advisor and the owner of Kelley Investments. Craig understands the power of psychology and gets to know his investors. He takes time to understand their risk tolerance and their financial needs now and in the future. Combining his understanding of his investor's personality and the economy he fine-tunes their portfolio so it matches their goals and risk profile. If you're the type of investor who actively trades, or is looking to get rich quick, you probably won't invest with Craig. But if you're someone who appreciates a good value, wants to own solid well-researched investments to plan for your future, Craig is your man. Consistent appreciation with no huge losses is his investment strategy and his philosophy in life. Married for over twenty-five years with a son in business school and a daughter working 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 clients money in the past and the way he's avoided big losses in the recent turmoil. Industry experience. More than twenty five years starting in 1984. Craig worked as a Private Accounts Manager at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting Kelley Investments in 1996. Credentials. A Registered Investment Advisor, Craig also holds a Series 7 General Securities license, a Series 63 State Securities license, and a Series 24 Registered Principal license. Born and raised in Toledo, Ohio, Craig moved to Del Mar, California, in 1984 where he currently lives with his wife Caren, the owner of Equestrian Real Estate (www.equestrianre.com). When he's not managing money, he's likely surfing or running trails. Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA.


Services - Kelley Investments

www.kelleyinvestments.com [cached]

Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA.


Investments Advisors | Kelley Investments | Del Mar, CA

www.kelleyinvestments.com [cached]

Craig Kelley
Craig worked as a Private Accounts Manager at Merrill Lynch, PaineWebber and Kidder Peabody prior to starting Kelley Investments in 1996. Credentials. A Registered Investment Advisor, Craig also holds a Series 7 General Securities license, a Series 63 State Securities license, and a Series 24 Registered Principal license. Born and raised in Toledo, Ohio, Craig moved to Del Mar, California, in 1984 where he currently lives with his wife and two children. Craig P. Kelley offers investment advisory services through Kelley Investments, a Registered Investment Advisor, and offers securities through Ceros Financial Services, Inc., member FINRA/SIPC/NFA.


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