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Scott is a native Southern Californian who has been serving the Ventura County area as a wealth advisor since 1997. He provides his clients with independent financial services and resources. Scott graduated magna cum laude from California Lutheran University in Thousand Oaks, California with a Bachelor of Science in Business Administration with an emphasis in Finance. He had previously held various management positions at aerospace and medical manufacturing companies in the United States and Australia for over twenty years. Scott holds the designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College, Bryn Mawr, Pennsylvania. He is an LPL Investment Advisor Representative (IAR) and an LPL Registered Principal.  Scott’s interests include sailing, backpacking, cooking, reading, music, history, and spending time with family and friends. Scott and his son Spencer live in Camarillo. Scott’s belief in faith and family are evident in his involvement in Parent Teacher Committees, community hospital fundraisers, Boy Scouts and various other committees at both his church and his son’s school.

Scott Kelly Wealth Management, LLC
Scott Kelly, ChFC, CLU
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