S. Patrick Kelley, CHFC

S. Patrick Kelley — more often Pat or PK — has been helping individuals, families and businesses optimize their wealth for more than 25 years. Pat likens his process to that of taking a client up in a helicopter: lifting them above the day-to-day chaos, helping identify their desired horizon, and finding the sight-lines for how best to get there. Pat is married and lucky enough to have three children. In addition to mixing business with pleasure over golf, Pat also enjoys playing soccer, skiing, hiking, swimming with his family, and generally getting outdoors. When he can’t get outdoors, he’s also game to get his sports fix rooting for any of the Bay Area pro teams. For the past 10 years, Pat has also tried his hand at turning the Cabernet and Merlot vines at his home into wine. But, he’s quick to warn that he’s still mastering the craft — If you’re on his good side, he’ll give you a bottle; If you’ve done him wrong, though, he’ll give you two.