Kelley Slaught has years of experience in helping people make knowledgeable financial decisions. She helps clients make wise investment and financial decisions based on uncompromising trust, integrity and customized service. Partnering with her clients, she establishes a financial map preparing them to retire with ease. She accomplishes this by providing complete and diligent advisory services to help clients prioritize and attain their goals. 

Our Mission Statement is to take care of you, our client. For our exclusive private clients, we utilize our Four Pillars of Financial Wealth process. Together we aim to build your overall financial house on a foundation that protects your legacy and seeks to secure your future. Our goal is to have you live your best life for today and tomorrow.

While Kelley mostly serves retirees and pre-retirees in Southern California, she has helped clients all over the country. She has passed the Series 7 and 66 securities exams and holds life and health insurance licenses in California, Arizona, New York, Nevada, Hawaii, Michigan, Ohio and New Jersey. She earned a bachelor’s degree in business administration from the University of California. In 2019 Kelley passed the Series 24 exam, earning The General Securities Principal Qualification. 

Kelley began her career with Dean Witter Reynolds. On top of her financial services work, she also has years of experience in sales and management. 

Kelley has lived in Santa Barbara for over 30 years. As a decorated tennis player and golfer, she has played both sports at a competitive level. An active member of the community, she has served as a member of various local organizations as well as the Soroptimist club, as the Bishop Garcia Diego High School’s swim coach and as a co-host for the Santa Barbara Teen Sports Radio Show. Kelley has three children.

Listen To Kelley's Bull Market News Podcast on the iHeartRadio app!

Show link: https://californiawealthadvisors.com/radio/

Show contact: kelley@californiawealthadvisors.com

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