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Craig Kelley

Wealth Manager & Owner

Kelley Investments

United States, California, Del Mar

About Me

Craig Kelley, CIMA®, CPWA® is a Wealth Manager who helps his clients plan and make smart decisions with their money. He structures and implements solutions that reduce stress and simplify their financial lives. Craig spends the time to really understand his investors, their tolerance for risk and what they are trying to accomplish with their money. Combining his understanding of each investor’s personality and investments, he fine-tunes their Portfolio so it matches their goals and risk profile. When it comes to managing investments, Craig’s approach reflects his personality and his philosophy of life. For him life and investing are about remaining steady and disciplined. He remains calm

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Profile Information

Wealth Manager & Owner

Kelley Investments

Investment Team, Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Del Mar

California

United States

Feb 14, 2025

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