Cona Financial Group provides comprehensive financial planning and wealth management services to a wide range of clients. We work with individuals, families, pre-retirees, retirees, and business owners, helping them to develop and implement strategies to protect and enjoy the life the want today while preparing for the future.
You can learn more about us, the clients we serve, and the services we provide on the “Our Services” page.
Cona Financial Group consists of two separate entities. Cona Insurance and Financial Services provides our clients with access to life, health, disability and LTC insurance products as well as a variety of annuity vehicles for retirement planning. Cona Investment Advisors, LLC is our registered investment advisory firm, providing fee-only investment management and financial planning services. Together, our advisors and representatives can provide our clients with a comprehensive and unparalleled level of service.
Our name “Cona” came about by combining the name of our yellow labrador retriever, Cora with the name of our chocolate lab, Nina. You will often find Cora here in the office with us, “guarding” the door. Sadly, we lost Nina in 2008 in an automobile accident. We still miss her everyday.
Kelly is a licensed investment advisor representative with Cona Investment Advisors, LLC as well as a licensed insurance agent. He is a graduate of the University of California at Los Angeles and has been actively involved in the financial services industry since 2004.