Stephen P. Kelly

Stephen P. Kelly is a Financial Advisor and Investment Advisor Representative at WestPac Wealth Partners, based in San Diego, California. He has been with the firm since April 2016 and focuses on helping clients achieve financial confidence through comprehensive financial planning and education on wealth management strategies.12

Background and Education

Stephen's journey into finance began during his college years at the University of California, Santa Barbara, where he earned a degree in Global Political Economics. As the first in his family to attend university, he financed his education and living expenses through full-time work in the hospitality industry, which helped him develop skills in leadership and mentorship.1

Professional Experience

Before transitioning to financial advising, Stephen excelled in hospitality management, where he was recognized as Manager of the Year and successfully developed associates into leadership roles. This experience laid the groundwork for his current career in finance, where he emphasizes the importance of personal connections and clear communication of complex financial concepts to his clients.12

Stephen holds several licenses, including Series 7 and Series 66, as well as Life and Health Licenses. He collaborates with a team of professionals across various financial disciplines to provide comprehensive services to his clients.13

Personal Life

Outside of his professional commitments, Stephen enjoys traveling, attending live music events, and exploring the culinary arts with his wife, Tiana. They are both active in their community and support events at the University of San Diego, where Tiana works as a Senior Admissions Counselor.12