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, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.