Kelly Trevethan

Kelly Trevethan, CIMA®


Kelly Trevethan began his Private Wealth Management career in 1983 @ Bear Stearns & Company & is a member of the International Association of Registered Financial Consultants.

In 2008 Kelly launched Treventhan Capital Partners, Now United Capital San Francisco, a National Financial Life Management firm (

Prior to starting Trevethan Capital Partners, Kelly managed The Trevethan Group @ Oppenheimer & Co., as a Managing Director and a member of Oppenheimer & Co's Chairman's Council, a recognition awarded to their top 20 Financial Advisers in the nation*.

Kelly is currently a Partner and Board Member of Alpha Omega Winery and he & his wife Tiffani are owners of AXR winery, located at the Historic V Madrone Estate in the town of St. Helena, California.

Kelly holds (Series 7 and 63), the general securities representative and uniform securities agen state law exam registrations, and is licenses by the California State Life Insurance Board.

Kelly is a past advisory board member of the Saint Mary's College School of Economics & Business Administration. He was a past member of the Saint Mary's College of California Board of Regents.

Kelly alongside World Renowned winemaker Jean Hoefliger, were Co-Founders of Speratus Winery, a philanthropic winery project that created educational scholarships for low income families. Kelly also sits on the Advisory Board of Southern California Life Magazine.

Kelly is a graduate of Saint Mary's College in Moraga California, where he earned his Bachelor of Science degree in Economics in 1985.

*Internal award, not indicative of investment performance.

Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC. Cetera is under separate ownership from any other named entity.