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portrait of Tom Kelly
FINANCIAL ADVISOR

Tom Kelly

RICP®
2880 N Tracy Blvd Suite 4, Tracy, CA 95376opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Tom

My Journey
First securities licensed in 1991, I have spent the last 30 years as a retirement income planning specialist and practice management consultant for financial advisors all over the western U.S.
Almost my entire working life has been focused on creating strategies to help individuals and small business owners prepare for and live in retirement. It's been very rewarding, but I realized that something was missing.

My Arrival in Mountain House
In 2018, I moved to Mountain House after 16 years in Livermore and immediately got the sense that the people of this area are open, friendly and truly look...

Focus Areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

Work History

  • Edward JonesApril 2021 to Current
  • Pacific Select DistributorsDecember 2007 to April 2021

Certifications

  • RICP®

    Retirement Income Certified Professional®

Education

  • Bentley UniversityBachelor of Science

Personal Interests

  • Music
  • Golfing
  • Skiing

Team Members

  • Gina Guadagnolo
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(209) 839-0179

Fax

(888) 619-8573

Office Address

2880 N Tracy Blvd Suite 4
Tracy, CA 95376opens in a new window

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