Kelly Brothers-Financial Advisor at Genovese Burford & Brothers in Sacramento, CA

Kelly Brothers, CFP®, MBA

Financial Advisor and Partner

(916) 924-7527
Email Kelly

My Philosophy

The financial world can be a mysterious and complicated place. That’s why families need us. By educating people about the basic tenets of sound long-term financial management, we can take some of the fear out of the investment process. If there is less fear, there is less chance of making rash decisions during times of financial chaos. We also take pride in having removed the conflicts of interest that plague other advisors. Our clients are our sole priority. We work in their best interests. Always.

My Specialties

  • Wealth Management for families and individuals
  • Facilitating intergenerational family communication on financial matters
  • Cash Management for companies tired of earning zero on their cash
  • Financial Advisor for KCRA-TV and KFBK radio

My Interests

  • Coaching any sport my kids are involved in, with no real aptitude for any of them!
  • Travelling with my family
  • Helping worthy local charities when I can.

My Qualifications

  • Valedictorian – Jesuit High School, Class of 1982
  • University of Notre Dame -BBA 1986
  • University of Notre Dame – MBA 1989
  • Post-grad work at London School of Business 1988
  • Series 7, Series 6, Insurance License 2004
  • Certified Financial Planner

My Involvement

  • Chair – Sacramento Catholic Foundation
  • Chair –Investment Committee, Sacramento Catholic Foundation
  • District Chair – Boy Scouts of America

Honors

  • Volunteer of the Year – Mercy Foundation
  • Father of the Year – Center for Fathers and Families
  • News Anchor of the Year – Sacramento Bee (twice)

 

GBB Advisors have clean regulatory records. Does yours? Click the BrokerCheck® link to find out.

*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

See more here