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


Craig Kelley
Wealth Manager & Owner
Kelley Investments
United States, California, Del Mar
About Me
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
Keylinks
More profiles to browse
Sean O'Hara
Partner, Investment Advisor Representative
You Might Like
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial