Michael Kelly

Michael graduated from Suffolk University in Boston with a B.S. in Business Administration, a major in Accounting and a minor in Psychology. He began his career in the corporate world, working primarily in venture capital, tax preparation and consumer finance. Taking his background in accounting and investing to his personal practice in 1995, he realized the rewards of helping families and businesses are extremely fulfilling. A member of the National Association of Financial Advisors, California Society of Tax Consultants and the Million Dollar Round Table* he has had an extremely prestigious career. By adhering to his core belief of doing what is best for the client at all times he has established himself as one of the top wealth managers in the industry. Michael is happily married with 5 children and 15 grandchildren.

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CA Insurance Lic # 0B95791
*MDRT is based on sales volume