Kelsey Financial, Llc

Description

• Kelsey Financial, LLC was founded in January 2016 but has been operating for 25+ years through the support of its founder Robert Kelsey, an independent investment advisor representative and registered representative of Financial West Group, a FINRA/SIPC member broker-dealer and SEC registered investment adviser. OSJ Office: 4510 E. Thousand Oaks Blvd, Westlake Village, CA 91362 Kelsey Financial is a California registered investment adviser offering tactical asset management, financial planning and investment objective risk management and monitoring. Through the use of our quantitative and active management style our mission is tooutperform the S&P 500 total return on a risk adjusted basis. We believe that a majority of investors face anxiety over making financial decisions and that this may cause them to suffer undue losses. Actions such as taking on too much risk or not enough risk, making emotional market timing choices and misunderstanding the risks and volatility of the market as a whole can lead to an individuals account decline. We further believe that utilizing a financial advisor offering behavioral coaching, risk management techniques, allocation strategies, and diversified tactical models, investors can gain greater confidence in investing their current assets along with building a solid road map for the future.
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  Headquarters:47 Old Castle Road , Westlake Village, California, United States

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  Website: https://www.kelseyfinancial.net

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Kelsey Financial, Llc

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• |  NAICS Code: 523110  |

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