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Kelsey A

Series 66

Ventura, CA

Facet

Kelsey Aranha is a financial advisor with Facet in Ventura, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Facet, Kelsey worked at Merrill for five years and has experience in retail and educational sectors. Facet serves individual members across a broad range of wealth levels, offering tiered, subscription-based financial planning and implementation services that emphasize holistic planning and discretionary asset allocation primarily using ETFs. The firm operates with a fixed subscription fee model rather than percentage-based fees and incorporates technology-driven features such as machine-learning recommendations.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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