Kelsey Financial, LLC

Kiel Holmes is a financial advisor at Kelsey Financial, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Western International Securities and Financial West Group. Outside of finance, Holmes has been a self-employed voice actor for commercial and animation projects since 1992. Kelsey Financial serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other registered investment advisers. The firm offers discretionary portfolio management, financial planning, and consulting, employing a mix of model-based and tactical asset allocation combined with economic, quantitative, and fundamental analysis.

Steven Hoppel is a financial advisor with Kelsey Financial, LLC in Moorpark, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Western International Securities, Uber, and Financial West Group. Outside of advising, he is involved with Ghost Town Spirits, LLC, a business he has been part of since 2021. Kelsey Financial serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs a discretionary investment approach combining model-based and tactical asset allocation with economic, quantitative, and fundamental analysis.

Jonathan Fersht is a financial advisor at Kelsey Financial, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Westlake Sentinel Fund, Western International Securities, Inc., and Isaak Bond Investments, Inc. Fersht is involved in the exploratory process of launching a private hedge fund through Westlake Sentinel Fund. Kelsey Financial serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other registered investment advisers. The firm offers discretionary portfolio management using a combination of model-based and tactical asset allocation, employing economic, quantitative, and fundamental analysis.

Stephen Egnatchik is a financial advisor at Kelsey Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked for the Ventura County Sheriff's Department for 17 years. Egnatchik is also a licensed California real estate agent, though he is not actively pursuing real estate activities. Kelsey Financial serves individual clients, pension plans, charitable organizations, corporations, and other registered investment advisers. The firm provides discretionary portfolio management, financial planning, and consulting, combining model-based and tactical asset allocation with economic, quantitative, and fundamental analysis.

Chandler Tso is a financial advisor at Kelsey Financial, LLC in Albany, OR, holding a Series 65 designation with four years of industry experience. His prior work experience includes roles at Precision Castparts Corp. and the City of Los Angeles. Outside of his advisory work, he serves as a volunteer advisory board member for the Northwest Fencing Center and works as a marketing consultant for Cosmopath, LLC. Kelsey Financial serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other registered investment advisers. The firm employs a combination of model-based and tactical asset allocation along with economic, quantitative, and fundamental analysis to manage most client relationships on a discretionary basis.

Ilan Fersht is a financial advisor at Kelsey Financial, LLC with 42 years of industry experience. He holds a Series 63 designation and has worked at Kelsey Financial since 2023. His prior experience includes six years at Western International Securities, Inc. and 26 years at Financial West Group. Outside of his advisory role, he is involved in managing financial matters for several real estate-related entities. Kelsey Financial serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and other registered investment advisers. The firm offers discretionary portfolio management, financial planning, pension consulting, and held-away asset management, using a combination of model-based and tactical asset allocation supported by economic, quantitative, and fundamental analysis.