Stephen Kelly's passion for Financial Wellness began in college. As the first person in his family to attend a University, Stephen personally financed all his living expenses and tuition while attending the University of California at Santa Barbara. Understanding the burden of student loan debt, he worked full time in the Hospitality Industry while earning his degree in Global Political Economics. Stephen successfully navigated the temptations and rigor of college life and graduated with the ability to pay off his school loans in full.
After graduation, Stephen's passion for business, leadership, mentoring, and training helped him excel in Hospitality Management. He developed a unique talent for connecting with associates and discerning their style of learning, helping them become successful in their careers. While Stephen earned Manager of the Year honors, Stephen’s greatest accomplishment was his legacy; successfully developing multiple associates into Directors and General Managers around the country.
Stephen's experience in the Hospitality Industry directly translated to a successful Career as a Financial Advisor. The learned ability to connect personally is the foundation of a thriving, enduring relationship with clients and the successful achievement of long-term strategies. Stephen has the ability to take complex financial concepts and transform them into something easily understandable. He knows that clients understanding not only the "how," but the "why" of their financial picture and strategy helps them find confidence and freedom in their futures.
Stephen has his Series 7, Series 66, and Life and Health Licenses, but he knows a comprehensive plan takes a team. To help accomplish your goals, he has surrounded himself with industry leading CFPs, Exit Planners, and Employee Benefit Plan Professionals, as well as Tax, Law, Real Estate, and Insurance Professionals.
Stephen and his wife Tiana currently reside in San Diego with their two dogs. They spend much of their spare time supporting and attending events at the University of San Diego, where Tiana is alumna and the Senior Admissions Counselor, as well as where the two were Married. They travel domestically and internationally as often as their busy schedules permit but enjoy the local beauty of California when life keeps them home.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. 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, 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 #0K64536 | 2023-163865 exp. 10/25