Kelly Fong

Financial Advisor

Investment Advisor Representative

CA Ins Lic. 0E37698

Kelly has more than 20 years of financial service experience. He brings to our firm a versatile foundation of knowledge, experience and qualification in equity markets, fixed income markets and operational management.

Before joining Wellspring Consulting, Kelly worked at Nabisco Foods Group as a territory manager — and Quick and Reilly, a NYSE member firm. During his time at Quick and Reilly, he assisted clients in employee stock option exercise, restricted stock, stock reorganization, trade processing operations and investment management. Kelly holds a Bachelor’s degree from California State University at Sacramento in Business Finance.

Kelly has the Series 7 (General Securities) and 65 (Investment Advisor) securities registrations. In addition, he is a California Life and Health Insurance license holder.