Kelsey Financial

Kelsey Financial, LLC is a California-based investment advisor firm founded in January 2016. With a team of four employees, the company generates an annual revenue of $2.5 million. Located at 485 E. High Street in Moorpark, California, Kelsey Financial provides a range of financial services to its clients. Kelsey Financial specializes in tactical asset management, financial planning, and investment objective risk management and monitoring. Their quantitative and active management style aims to outperform the S&P 500 total return on a risk-adjusted basis. They cater to individual investors who seek guidance and support in navigating the complexities of financial decision-making. The company distinguishes itself by emphasizing behavioral coaching alongside traditional investment strategies. Recognizing the emotional aspects of investing, Kelsey Financial believes that their approach, incorporating risk management techniques, allocation strategies, and diversified tactical models, empowers clients to make more confident and informed investment choices. For inquiries or to learn more about Kelsey Financial's services, please visit their website at kelseyfinancial.net or contact them directly at their Moorpark office.