Kelsey Financial, LLC

Kelsey Financial, LLC is a Financial Planner in Moorpark, CA. The firm creates, implements and executes comprehensive financial plans that include financial planning and consulting, asset management, retirement planning and College 529 investing. It serves individuals in Moorpark and the surrounding areas, drawing on decades of combined investing expertise and a fee‑only, active investment management model. Clients benefit from a 5.00‑star rating reflecting consistently positive reviews.

The practice takes an active, holistic approach to each client’s financial situation. A comprehensive plan serves as the foundation for all services, with the firm organizing cash flow, monitoring investments, tracking net worth and providing round‑the‑clock access through a personalized financial‑planning website. Portfolio management is built on deep experience, allowing customized portfolios that align with each client’s risk profile and long‑term goals. Founded in 2014 by Robert Kelsey after 25 years in the industry, the firm expanded its planning services in late 2015 when industry veteran Steve Hoppel joined as a partner, reinforcing the company’s focus on fee‑only, active management and a relationship‑focused advisory team.

Located on East High St, the office sits just a few meters from Spring Road and is about two‑tenths of a mile from the VC/CHP Police Services Center, the Moorpark train station and VCFD Station 42 fire station. The High Street Arts Center and East Los Angeles Avenue are each roughly half a mile away, placing the firm within easy reach of key community landmarks.

Kelsey Financial’s personalized, fee‑only planning and active portfolio management provide Moorpark residents with a trusted, relationship‑driven resource for achieving their financial goals.