Kellen Bonnafoux

Kellen Bonnafoux works with high-net-worth families in San Diego to help preserve and manage the complexity of significant wealth with clarity and purpose. He focuses on helping clients maintain what they've built, bringing thoughtful structure to their financial lives and supporting long-term planning across generations.

His background in finance and years in wealth management help Kellen take a measured, steady approach to advising clients through life's financial transitions. He emphasizes disciplined decision making, risk awareness, and alignment with each family's unique goals and values.

Kellen collaborates closely with clients and their broader advisory teams - such as estate attorneys and tax professionals - to help ensure that strategies are cohesive and tailored to long-term priorities. His approach is grounded in discretion, integrity, and a deep respect for the trust clients place in him.

He believes that strong advisory relationships are built on consistent communication, mutual understanding, and a clear sense of purpose.

Kellen is committed to being a thoughtful resource for the families he serves, helping them navigate complexity and remain focused on what matters most - both today and for the future.