Brian Shelly

Brian Shelley is the founding partner of YOLO Financial.  Brian graduated from Brigham Young University in business, finance.  After college, Brian worked for Goldman Sachs in Los Angeles, California as a financial analyst for ultra-high net worth clients, and for Fidelity Investments.  

During that time he dealt with thousands of individuals advising and helping them understand and achieve their financial goals. Brian later pursued a law degree at Pepperdine University School of Law and graduated Cum Laude.  

He is licensed to practice law in Utah and California.  Having worked in wealth management during the 2007-2008 market recession, Brian was able to see the difference between individuals that had a financial plan that was followed versus those that did not.  He saw firsthand the benefit of creating, and more importantly sticking to a plan even when emotions tell you to do otherwise.
   
His passion for helping others obtain their financial goals led him to create YOLO Financial, and continue his career in financial planning.
 
Brian is fluent in Spanish.  He is married with four children and is a dedicated and committed husband and father.

 

Areas of Focus Include:

Ø Estate Planning

Ø  Tax –Managed Investment strategies
 

Licensing:

Ø  FINRA – Series 65

Ø  Life Insurances

Ø  Health Insurances