Spencer Kelly, CFP®

Co-founder, Managing Partner & Head of Advisory Services

Spencer founded Regatta Capital Group after building his advisory practice at Edward Jones from 2003 – 2008. He spent his first years as an advisor door knocking in Westchester, CA. He met amazing people, gained long-term clients and is proud to have built his business from scratch.

As Co-Founder, Managing Partner and Head of Advisory Services at Regatta Capital Group, Spencer is focused on running the business, researching investment opportunities and ensuring that every client of Regatta receives the same exceptional, above-and-beyond service that he has provided his clients for so many years.

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

After graduation, he moved to Pacific Beach in San Diego and worked 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.

Spencer married his wife Meghan in 2020. They live a full, active life raising Meghan’s two girls, Leah & Liv, and their son, River, born in 2021. They live in Valley Village and love to spend their time surrounded by friends, traveling, hiking, biking or grabbing dinner at their favorite local restaurants. They share a love for the Dodgers, the LAFC, Palm Springs, ski trips and tennis

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