Kelly H. Clyde is a co-founding partner with South Coast Investment Advisors and a registered principal and Elite Advisor with Independent Financial Group. Kelly is a wealth manager 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. Kelly 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.
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 holds FINRA Series 7, 24, 31 and 66 securities licenses as well as his California Life and Health Insurance license. He graduated from the University of California, Santa Barbara with a BA in Business Economics and an emphasis in Accounting.
Kelly is a featured speaker with the Apartment Owners Association. He comes from a family of educators and strives to create a well-informed client that has all the tools and knowledge to analyze both simple and complex financial decisions. Kelly loves to golf, spend time at the beach, and stand up paddle board as often as the local winds permit. He currently resides in Laguna Hills, CA with his wife Lindsey, their son Walker, and their dog Whiskey.