Our Qualifications

Kelley is a graduate of the University of Southern California's School of Business Administration and the University of California's Hastings College of the Law. 

In addition, Kelley has lectured to investment clubs and conducted seminars on a number of topics, including but not limited to income investing, tax strategies1, education plans, retirement plan distributions, global investing2 and charitable remainder trusts3.

1Kelley Shooter Financial Services does not provide legal or tax advice. Please consult your tax and legal advisors before taking any action that would have tax consequences.

2Global/international investing involves risks not typically associated with U.S. investing, including currency fluctuations, political instability, uncertain economic conditions and different accounting standards.

3Trust services are offered through affiliates of Wells Fargo & Company.

Kelley currently holds the following securities registrations: Series 7 General Securities Representative, Series 24 General Securities Principal, Series 63 Uniform Securities Agent State Law, and Series 65 Uniform Investment Advisory Representative.

Kelley lives in Rancho Santa Fe, California, with his wife and son.

shana
Shana Lewis is the office manager responsible for all administrative duties, including all account administration, forms, statements, tax information and money transfers. She holds her securities registration, and has worked with Kelley for more than 23 years.