Kelsey Financial was formed in late-2014 as a California state registered investment adviser by Robert Kelsey. The company, initially built as a money manager with a mission of designing and trading actively managed stock models, has a track record dating back to 2006. While still retaining the tools for active model construction, Steve Hoppel joined the company as a partner in mid-2015 to help expand the the company's financial planning offerings to its current and future clients.
All advisors and employees of Kelsey Financial pride themselves on the personal touch and thorough responsiveness that is deserved by and provided to each of its customers.
Only 25% of Americans have a written financial plan.
Vision - We envision an America where 100% of households are operating within a written financial plan.
Mission - Open 360 new financial plans within 10 years.
Values - We are responsive, attentive and personable in our approach to financial planning with our customers and friends.
Strategy - Individuals and families of all ages and demographics deserve a workable financial plan, and we intend to focus where the need is greatest.
Communicate - Contact Kelsey Financial if you do not have a financial plan, and/or you have a financial plan but need the motivation and confidence to attack it.
Owner, Chief Investment Officer, Investment Adviser Representative
Owner, Chief Executive Officer, Chief Compliance Officer, Investment Adviser Representative
Trading Manager, Investment Adviser Representative
Marketing Manager, Investment Adviser Representative
Currently we are not holding any in office meetings.
485 E High St, Moorpark, California 93021, United States
Due to COVID-19: Open ONLINE ONLY weekdays form 7am - 3pm, and Saturday/Sunday by appointment.