Spencer Kelly, CFP®

Co-founder, Managing Partner & Head of Advisory Services

Spencer founded Regatta Capital Group after managing an Edward Jones office in Westchester, CA from 2003 – 2008. He spent his first year in the business meeting everyone in town by going to every business and just about every home in Westchester. He met amazing people, gained long-term clients and is proud to have built his business from scratch. The warmth of the Westchester community will always mean a lot to him. While at Edward Jones, he joined the Leadership Team within two years and was consistently recognized in the top 5% of the firm for his exceptional customer satisfaction.

Spencer grew up in the Adirondacks in upstate New York. Most of his childhood was spent outside, hiking, camping, swimming and playing sports. His dad, a writer and adventurer, and his mom, an artist and art teacher, then moved outside of Albany, NY where he proudly graduated from Guilderland Central High School in 1995. He then earned his B.S. in Finance from the Wallace E. Carroll School of Management at Boston College in 1999.

After graduation, he moved to Pacific Beach in San Diego and began his first full-time job with SCORE! Educational Centers. A wonderful starting point, it gave Spencer the experience of learning to build and run his own business. His love for problem solving and his passion for helping people reach their goals lead him into his career as a financial advisor. Nothing makes him happier in his job than sitting down, face-to-face with his clients.

Outside of the office, he contributes to his local communities as a Westchester YMCA board member, Manhattan Beach Chamber of Commerce board member and Mychal’s Learning Place supporter. Spencer lives in Venice, just off Abbott Kinney, and spends his free time traveling (34 countries and counting), skiing, hiking the Santa Monica mountains and playing soccer and paddle tennis.