PHONE: 877-922-SCIA (7242)   FAX: (949) 825-7541
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Kelly H. Clyde is a founder and partner with South Coast Investment Advisors, LLC. Kelly is a wealth advisor that works primarily with rental real estate owners who want a clear look into their overall financial picture, guidance on how to best manage their liquid assets to complement their real estate holdings, and advice on how to ensure their portfolio is generating efficiencies to reduce annual tax burdens.

His clients look to him as their personal CFO, helping grow their wealth and protect their legacy through highly personalized portfolio management. He uses a broad spectrum of traditional and alternative asset classes and investment strategies to adapt portfolio allocations to the ever-changing economic landscape.

Kelly strives to create an educated client that has all the tools and knowledge to analyze both simple and complex financial decisions. He focuses on clear and candid communication while utilizing the South Coast Process to achieve each individual’s goals for themselves and generations of their family to come.

Kelly holds FINRA Series 7, 24, 31 and 66 securities licenses as well as his California Life and Health Insurance license. He is currently a resident of Newport Beach, CA where he loves to golf, spend time at the beach, and stand up paddle board as often as the local winds permit. He graduated from the University of California, Santa Barbara with a BA in Business Economics and an emphasis in Accounting.

I’m here to answer any questions you might have about our products and services. Feel free to contact me using any of the following methods:

Email: kelly@southcoastinvest.com
Phone: 877-922-SCIA (7242)

South Coast Investment Advisors, LLC. All rights reserved. Chris Vizzi, Kelly Clyde, and Michelle Vizzi are Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC.

South Coast Investment Advisors and Independent Financial Group are not affiliated.
Licensed to sell securities in AZ, CA, ID, IL, MO, NC, NV, NY, TX, WA - CA Insurance License #OE65912