Welcome to Kelsey Financial
We are an independent financial advisor agency engineered to help you create, implement, and execute a financial plan that immensely benefits your life. We understand how personal and unique your finances are. That’s why our advisors are committed to developing a lasting relationship with you that goes hand in hand with our financial expertise.
Learn more about who we are and what drives us to always go above and beyond for you.
Call to speak with one of our Financial Advisors now!
Our Financial Advisor Services
Kelsey Financial is driven by our desire to create positive change in your financial life. There are few things more personal than your finances, and you deserve a relationship with an advisor who prioritizes you and your unique financial path. Our goal is to create the most attentive, responsive, and personable relationship you could receive. The financial services that we provide are Financial Planning, Asset Management, Socially Responsible Investing, and Variable Annuity Sub-Account Management.
Financial Planning
At Kelsey Financial, we work with you to build a plan that is the foundation where your investment portfolio can thrive. Financial planning is the backbone of a good asset management approach. Our goal is to create a plan that considers all aspects of your financial health, while also making it a point to educate you along the way. You will always have the clearest understanding of how your investments work towards each of your unique financial goals. View our Financial Planning video that will demonstrate how you can achieve your short- and long-term financial goals through Kelsey Financial.
Asset Management
We integrate your holistic financial picture into each portfolio to best manage your assets – always keeping your specific goals at the forefront of our advice. With the knowledge gained from decades of asset management experience, across various investment types, we’ve built model portfolios designed to be suitable for many risk objectives. We focus on creating a specific profile for you, using a blend of active and passive management techniques that lends itself to additional diversification. View our Asset Management video that will demonstrate how your specific profile is created and managed with us.
Socially Responsible Investing (SRI/ESG)
Should you desire to grow your assets while enriching the world in a way that aligns with your morals and ethics, Socially Responsible Investing is a solution that Kelsey Financial can offer you. Socially Responsible Investing may afford you a sense of accomplishment and world fellowship in sustainably growing your assets. We’ve curated several SRI-focused models to cater to your pursuit of the social and environmental causes you believe in. Please take a moment to watch our Socially Responsible Investing video that will show you how to plan, save, and grow your assets with a sustainable focus with Kelsey Financial.
Variable Annuity Sub-Account Management
One of the more unique advisory services we offer is the management of variable annuity sub-accounts. The management of variable annuity sub-accounts, typically performed by the annuity company’s asset manager, has been stripped down to allow you to work directly with us, as your asset manager, further aligning your investment strategy to the rest of your portfolio, while potentially reducing your annuity management fees, and allowing you to view all your investments in one online portal. Have a variable annuity that you would like to review? Call and ask us how!
Meet Our Financial Advisors and Staff
Our team is under one roof, here to get to know you and create a personalized wealth management strategy designed to change along with you and your financial goals.
Robert Kelsey
Founder
Steve Hoppel
CEO, CCO, Advisor
Kiel Holmes
Vice President, Financial Advisor
Jonathan Fersht
Financial Advisor
Jeff Alstot
Trading Desk Manager, Financial Advisor
Chandler Tso
Financial Advisor
Annette Gallo
Administrative Assistant
Supporting the Community
Running a business is about more than just helping clients. It’s also about contributing to the health of the community and being a good neighbor.
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Where to Find and Reach Us!
Kelsey Financial is located in Moorpark, California while servicing accounts nationwide. Our Financial Advisor management efforts are focused on customers residing in Moorpark, Simi Valley, Porter Ranch, Northridge, Granada Hills, Westlake Village, Thousand Oaks, and Camarillo.
485 E High St, Moorpark, CA 93021
7 am-3 pm - Monday-Friday
Closed Saturday & Sunday
Call Kelsey Financial Today for your FREE Financial Consultation!
What matters to you, matters to us.
We would love to hear about your goals and how we can help you pursue them.
Call us at (833) 453-5739 or submit our form today to schedule an appointment or to discuss your financial goals.