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Stephen Kelly

Organizing, Protecting & Helping build my client's financial lives
San Diego, California, United States
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Stephen Kelly

Organizing, Protecting & Helping build my client's financial lives
San Diego, California, United States
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Stephen Kelly is a seasoned financial advisor and investment advisor representative at WestPac Wealth Partners. He has a wealth of experience in the finance industry and helps individuals and business owners achieve financial confidence by providing them with a sound path to building and protecting their wealth. Stephen is passionate about illuminating common financial myths and helping his clients achieve financial balance, tax efficiency, and diversification. Besides his work as a financial advisor, Stephen is a travel, live music, wine, craft beer, and cooking enthusiast. He enjoys exploring the world with his wife, Tiana, and has visited over 25 countries and 100 cities.

This public profile is provided courtesy of Clay. All information found here is in the public domain.