Kelsey Financial, LLC

Kiel Holmes is a financial advisor at Kelsey Financial, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Financial West Group and Western International Securities, Inc. Outside of finance, Holmes is a self-employed voice actor specializing in commercial and animation work. Kelsey Financial serves private and institutional clients, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a combination of model portfolios and bespoke supervisory accounts, utilizing tactical asset allocation, quantitative and fundamental analysis, and various trading strategies.

Steven Hoppel is a financial advisor with Kelsey Financial, LLC in Moorpark, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Western International Securities, Uber, and Financial West Group. Outside of advising, he is involved with Ghost Town Spirits, LLC, a business he has been part of since 2021. Kelsey Financial serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm employs a discretionary investment approach combining model-based and tactical asset allocation with economic, quantitative, and fundamental analysis.

Jonathan Fersht is a financial advisor with Kelsey Financial, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. His prior roles include positions at Westlake Sentinel Management, Western International Securities, and Isaak Bond Investments. He is involved in the exploratory process of a private hedge fund, Westlake Sentinel Fund, which is not currently soliciting clients. Kelsey Financial serves private and institutional clients, offering discretionary portfolio management, financial planning, pension consulting, and access to third-party money managers. The firm employs tactical asset allocation combined with quantitative and fundamental analysis across a range of trading strategies and incorporates educational programs and AI governance in its practices.

Stephen Egnatchik is a financial advisor at Kelsey Financial, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Westlake Sentinel Fund and the Ventura County Sheriff's Department. Egnatchik also holds a California Real Estate Agent license, though he does not actively pursue real estate business. Kelsey Financial serves private and institutional clients, including high-net-worth individuals, pension plans, and charitable organizations, offering discretionary portfolio management, financial planning, and consulting. The firm employs model portfolios and bespoke supervisory accounts using tactical asset allocation, quantitative and fundamental analysis, and a variety of trading strategies.

Chandler Tso is a financial advisor at Kelsey Financial, LLC with a Series 65 credential and four years of industry experience. His prior work includes roles at Precision Castparts Corp., the City of Los Angeles, and Cosmopath, LLC, where he currently serves as a marketing consultant in HR and recruiting. He also serves as a volunteer advisory board member for the Northwest Fencing Center. Kelsey Financial serves private and institutional clients, providing discretionary portfolio management, financial planning, and pension consulting. The firm utilizes tactical asset allocation with a combination of quantitative and fundamental analysis, alongside both long- and short-term trading strategies.

Ilan Fersht is a financial advisor at Kelsey Financial, LLC with 43 years of industry experience. He holds a Series 63 designation and has worked at Kelsey Financial since 2023, following six years at Western International Securities, Inc. and 26 years at Financial West Group. Outside of his advisory role, Fersht is involved in several real estate-related business activities as a passive investor and manager. Kelsey Financial serves private and institutional clients with discretionary portfolio management, financial planning, pension consulting, and referrals to third-party money managers. The firm employs model portfolios and bespoke supervisory accounts, blending tactical asset allocation with quantitative and fundamental analysis and various trading strategies.

Annette Gallo is a financial advisor at Kelsey Financial, LLC with 10 years of industry experience. She has worked at Western International Securities and Financial West Group, and has been self-employed since 2003 as a hair stylist, dedicating a significant portion of her time to that non-investment activity. Kelsey Financial serves individual clients, pension and profit-sharing plans, charitable organizations, corporations, and registered investment advisers. The firm employs a discretionary investment approach combining model-based and tactical asset allocation with economic, quantitative, and fundamental analysis, and offers a variety of services including portfolio management, financial planning, and pension consulting.