About Kelsey Financial, LLC
At Kelsey Financial, we are driven by our desire to create positive change in your financial life. Kelsey Financial is located in Moorpark, California while servicing accounts nationwide. Although, our management efforts are focused on clients that reside in Moorpark, Simi Valley, Porter Ranch, Northridge, Granada Hills, Westlake Village, Thousand Oaks, and Camarillo.
We Do It for You!
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.
We know that your finances are more than just returns, projections and charts. Your finances are your hard work, your family’s future and the security and legacy you’ve built or strive to build over decades. There is a growing service gap in our industry. Through automation and corporate expansion, the financial services industry has become less about your personal story and more about offering proprietary investments that often favor the corporation or advisors’ priorities over your own. We are different, so we are changing that experience.
After decades of helping people like you accomplish their financial goals, we know how important cultivating a personal connection is in providing a level of service that anticipates, adapts, and adjusts—no matter where your path in life takes you. Whether building plans, implementing them into your daily life or growing your wealth over time, the foundation for our advice is built upon understanding who you are, where you are in life and where you want to go.
Our Approach
We take an active, holistic approach to your personal financial situation by cultivating your financial plan from the ground up.
By starting with a custom financial plan you ensure your portfolio is working toward your personal goals and can map out your financial journey accordingly—adapting to whatever changes may happen along the way.
Plan
A comprehensive financial plan is the foundation for all our services. Your financial life is more than just investments. By organizing, defining and assessing your full financial picture, we provide you with a level of investment and advisory services that has consistently delivered positive value.
Save
A financial plan only works if it is integrated seamlessly into your life. We use the latest planning technology -including your own personalized financial planning website- to organize cash flow, monitor all investments, track net worth, and follow your financial plan’s progress anytime -day or night.
Grow
Our roots run deep in the practice of portfolio management. With decades of combined investing expertise, we build portfolios that can be customized to fit your needs. Whether you’re living on your investments or putting your first dollars in the market, we work with you to build a strong, lasting portfolio.
No one knows exactly where the future will take us. That’s why your financial plan needs to be as unique as you are and positioned to grow with you.
We invite you to check the backgrounds of the firm and our advisors at FINRA’s BrokerCheck –brokercheck.finra.org
Our History
Robert Kelsey founded Kelsey Financial in 2014 after 25 years in the industry, with the goal of providing fee-only, active investment management to individuals that understood the benefits of a trading-centric investment approach. By late-2015 Bob partnered with Steve Hoppel, an industry veteran with over a decade of experience, to expand the company’s financial planning services and client experience.
Today, Steve has fostered Kelsey Financials’ money management roots, continuing to grow and evolve the company by cultivating exceptional industry talent, while utilizing state-of-the-art investing and planning resources to deliver a top-tier, professional relationship to you.
Call Today for your FREE Financial Consultation!
Call one of our advisors now if you have any questions or want to start your financial planning journey today!