Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Advisors

David Kelter

Financial Advisor

Managing Director
Visit David Kelter's website


Team

Shelby Yeh

Shelby Yeh

Lead Registered Client Service Associate,

Practice Manager

Qualifications

  • FINRA Series 7

  • FINRA Series 66

  • University of California San Diego, B.S Mathematics

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