Brian Kelly
For people that have a long way to go in their careers, it may seem impractical, even inconvenient, to plan for a solid financial future. However, for those nearing retirement, there is much to lose without a solid financial framework in place for themselves and their families. This is where Brian Kelly and the expert team of financial advisors at Kelly Haft Financial come in. Brian Kelly is a graduate of the highly prestigious Wharton School of Business at the University of Pennsylvania. He possesses extensive business knowledge that he commits to maximize for the sake of clients who want nothing of aggressive, risky and speculative approaches to financial and asset management. Instead, Brian Kelly helps those nearing retirement to become better educated about investments they can make now for their assets and financial portfolios. Brian and the entire Kelly Haft Financial team proactively evaluate portfolios on a regular basis, meticulously performing rebalancing when needed. Brian does not specialize in get-rich-quick shortcuts that deliver more loss than profit. What he emphasizes is simple, efficient and fundamental investment strategies designed to meet every client’s goals.
Brian Kelly also completed his Juris Doctor degree at the UCLA School of Law. He practiced his legal profession at the law firm of Allen, Matkins, Leck, Gamble and Mallory. He decided to move into the financial services sector to better help people on a more financially oriented perspective. By playing a proactive role in every client’s financial and asset management project, Brian Kelly believes he is better able to make an immense difference in people’s lives. He commits to be a pillar of knowledge and solid financial values for clients, in the Wharton tradition of excellence in any industry. Brian Kelly pursues nothing but flawless execution of solid business strategies that clients can appreciate even more with time and with the profits they bring to his clients.
Brian Kelly also completed his Juris Doctor degree at the UCLA School of Law. He practiced his legal profession at the law firm of Allen, Matkins, Leck, Gamble and Mallory. He decided to move into the financial services sector to better help people on a more financially oriented perspective. By playing a proactive role in every client’s financial and asset management project, Brian Kelly believes he is better able to make an immense difference in people’s lives. He commits to be a pillar of knowledge and solid financial values for clients, in the Wharton tradition of excellence in any industry. Brian Kelly pursues nothing but flawless execution of solid business strategies that clients can appreciate even more with time and with the profits they bring to his clients.