Stephen P. Kelly
Organizing, Protecting & Helping build my client\'s financial lives
- Role
- Financial Advisor and Investment Advisor Representative at WestPac Wealth Partners
- Location
- San Diego County, CA, US
- LinkedIn followers
- 500 followers
About Stephen P. Kelly
Stephen Kelly is a Financial Advisor specializing in high-net-worth individuals…
Experience
Financial Advisor and Investment Advisor Representative
Apr 2016 — Present
The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and help enhance our clients’ goals by designing a customized strategy and creating a life map to help them achieve and protect their wealth. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WESTPAC WEALTH PARTNERS & INSURANCE SERVICES, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0K64536. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
University of California, Santa Barbara
B.A., Global Studies: Economic and Politics
2002
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