Advisors at this firm
Frank S
Series 65, Series 66
Del Mar, CA
Kelley Investments
Frank Scott is a financial advisor at Kelley Investments with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Kelley Investments since 2006 and Ceros Financial Services, Inc. from 2009 to 2016. In addition to his advisory role, Scott is the owner of Scott & Cronin LLP, a CPA firm, and serves as an officer of the Baker Foundation, a charity organization. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, families, trusts, and retirement plans. The firm employs proprietary “Kelley Portfolio Strategies” with a growth-at-a-reasonable-price investment style and emphasizes concentrated, buy-and-hold portfolios tailored to client objectives and risk tolerances.
Sean O
Series 63, Series 65, Series 66
Del Mar, CA
Kelley Investments
Sean Ohara is a financial advisor at Kelley Investments with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and worked at Ceros Financial Services, Inc. from 2009 to 2016. Outside of his advisory role, he is a flight instructor and operates a real estate business. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across about 216 client relationships, using proprietary portfolio strategies focused on growth at a reasonable price with a buy-and-hold approach and concentrated portfolios.
Craig K
Series 63, Series 65
Del Mar, CA
Kelley Investments
Craig Kelley is a financial advisor with Kelley Investments in Del Mar, CA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has worked at Kelley Investments since 1998 and was previously with Ceros Financial Services, Inc. from 2009 to 2024. He is also involved in insurance sales on a limited basis. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across about 216 client relationships, employing proprietary portfolio strategies focused on growth at a reasonable price with a buy-and-hold approach.
