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KELLY HAFT FINANCIAL, INC.

IRVINE, United States (US) · Finance and Banking

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Nobody at KELLY HAFT FINANCIAL, INC. gave us this. We built it in 2026 from public sources — a company register, the company’s own website, and public business directories — because we are building a directory of companies that can be checked. We hold the name, address, website, sector and one contact address, and nothing else.

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KELLY HAFT FINANCIAL, INC. is a Finance and Banking company based in IRVINE, United States (US), with 10-20 employees. KELLY HAFT FINANCIAL, INC.'s profile is verified on Enterprise League.

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.
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Contact Details

info@kellyhaftfinancial.com

IRVINE, United States (US)

Employees

10-20

Categories

Portfolio Management
Wealth Management
Asset Management

Awards

• 2026 OpenSee all

Services

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Investment Management
Asset Management

Our investment management services provide a diversified portfolio designed to meet your specific risk tolerance and financial objectives. We utilize a disciplined approach to asset allocation and portfolio management.

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