Michael B. Kelly

Biography

Located in the Downtown San Diego Office of Wedbush Securities, Michael B. Kelly is Vice President, Investments with over 20 years of experience in the securities industry. Michael prides himself on his commitment to provide consistent, professional advice to his clients. He approaches the financial advisory process by first partnering with his clients to establish realistic goals and strategies. Then, through applying time-tested tools and techniques, he creates customized financial plans, monitors performance and adjusts portfolios as needed based on changes in objectives or market condition.

Michael B. Kelly graduated from California State University, Chico with a Bachelor of Arts in Economics in 1992. In addition, Mike and his wife, Corry-Lyn, have been happily married for over 20 years. They have raised four terrific children together and continue to actively participate in the local San Diego community. In his free time, Michael enjoys golfing, going to the beach and spending time outdoors.

Background

• Over 20 years of experience in financial services.
• Dedicated to the core value of meeting client needs first.
• Committed to professionalism, competence and confidentiality.
• Provide personal, customized financial counseling and service.
• Experienced in assisting non-profits established funding strategies.
• Advocate conservative, time-tested investment techniques.
• Work closely with legal and tax professionals.

SPECIALIZATIONS

• Alternative Investments
• Annuities and Insurance
• Asset Management
• Capital Preservation & Speculation Investment Strategies
• Company Retirement Plans
• Comprehensive Financial Planning
• Financial Planning
• Income
• Integrated Asset Allocation Strategies
• Investment Portfolio Management
• Mutual Funds
• Retirement Income Planning
• Retirement Planning
• Stocks and Bonds
• Wealth Management

Credentials

• FINRA Series 7 & 63 licensed

Mission Statement