Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jeffrey W
CFA®, Series 63, Series 65
Pasadena, CA
Kelmar Capital Management, LLC
Jeffrey Wang is a CFA charterholder and principal at Kelmar Capital Management, LLC in Pasadena, CA, with 25 years of industry experience. He has served as treasurer for the City of La Cañada Flintridge since 2006, managing the municipality’s investment portfolio alongside his advisory work. Prior to founding Kelmar Capital in 2001, he worked at Stone Bridge Investment Partners LLC for one year. Kelmar Capital Management provides independent investment advisory services primarily to high-net-worth individuals and family groups, focusing on personalized, tax-aware portfolio management. The firm employs a conservative, value-oriented investment approach with an emphasis on mid- to large-cap equities and fixed income, maintaining a small client base and policies designed to limit conflicts of interest.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters