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KELLY HAFT FINANCIAL, INC.
IRVINE, United States (US) · Finance and Banking
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Complete · Accuracy
Last verified
May 2026
Overview
Kelly Haft Financial, Inc is a leading investment management firm serving high-net-worth individuals and families in Southern California.
We provide comprehensive financial planning and wealth management solutions, including retirement planning, estate planning, and investment strategies. Our experienced team focuses on building long-term relationships and tailoring strategies to meet each client’s unique goals and circumstances.
At Kelly Haft Financial, Inc., we prioritize a personalized approach, combining sophisticated investment management with proactive financial guidance. We specialize in helping our clients navigate complex financial landscapes and achieve their long-term financial objectives.
Founded in [Year of Founding - needs to be extracted from website], we’ve grown to a team of [Number of Employees - needs to be extracted from website] professionals dedicated to delivering exceptional service and results.
We provide comprehensive financial planning and wealth management solutions, including retirement planning, estate planning, and investment strategies. Our experienced team focuses on building long-term relationships and tailoring strategies to meet each client’s unique goals and circumstances.
At Kelly Haft Financial, Inc., we prioritize a personalized approach, combining sophisticated investment management with proactive financial guidance. We specialize in helping our clients navigate complex financial landscapes and achieve their long-term financial objectives.
Founded in [Year of Founding - needs to be extracted from website], we’ve grown to a team of [Number of Employees - needs to be extracted from website] professionals dedicated to delivering exceptional service and results.
Contact Details
info@kellyhaftfinancial.com
IRVINE, United States (US)
Employees
10-20
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