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Kelly KidwellCFP® ChFC® CLU®

Kelly Kidwell

CFP® ChFC® CLU®

Executive Chairman & Founder, Pacific Advisors

Kelly Kidwell is the Chairman of Pacific Advisors, a West Coast-based financial services firm that specializes in advanced estate, business, charitable, and philanthropic planning. Kelly started his career in financial services in 1987. In 1993, he founded his own company, Pacific Advisors, and has grown the firm from a small Southern California boutique to a Guardian Master Agency Award and Diamond International Management Award Agency. Today, Pacific Advisors has more than 200 financial advisors & staff, as well as 2,500 active brokers, more than 10,000 small business clients, 60,000+ policy holders1.

Over the years, Kelly has served on many Boards to give back to the profession that he loves. Most notably, GAMA, AALU & The American College. Since 2018, he was instrumental in the merger of GAMA & AALU and in July of 2019, he was asked to serve as the first Chairman of the newly merged organizations which have now become FINSECA. This organization was formed to "Unify the Profession" and create a single organization that would represent all Financial Security Professionals, with the mission of creating "Financial Security for All."

1 Includes owners of in force life, disability income, long term care, policies as well as all securities accounts. As of 12/31/2020.

Registered Principal and Financial Advisor of Park Avenue Securities and Principal Owner of Guardian. AR Insurance License #1346593.