Brian Kelca
Advisor at Secure Wealth, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Secure Wealth, Inc.
Location
Hermosa Beach, CA
Credentials
ChFC®, Series 63
Industry experience
31 years
About
Brian Kelca is a financial advisor at Secure Wealth, Inc. with 31 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Empirical Wealth Management, Confidence Wealth Management, and Pacific Life Insurance Company. Kelca also receives trail income from previous health insurance sales. Secure Wealth serves individuals, corporations, charitable organizations, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm emphasizes structured notes with downside protection and employs a combination of fundamental, technical, and modern portfolio theory approaches across client portfolios.
Client services
Based on Secure Wealth, Inc.
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Secure Wealth, Inc.
Retirement income strategy
College savings (529s, UTMA, etc.)
Fee options
2% annually (flat fee) based on the value of structured notes, charged monthly at 0.167% of AUM
Account minimum: $250,000
Location
Hermosa Beach, CA
Most active in
Brian K has reported serving >5 clients in these states in the last 12 months.
California
Work history
Secure Wealth, Inc.
2025 - Present (1 year)
Empirical Wealth Management
2024 - Present (2 years)
Kelca Insurance Company
2023 - 2024 (1 year)
Confidence Wealth Management
2020 - 2023 (3 years)
Kelca Insurance Company
2017 - 2020 (3 years)
Pacific Select Distributors
2012 - 2017 (5 years)
Pacific Life Insurance Company
2012 - 2017 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.
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