About McKell Financial
Our story began in 1988 when Allen McKell founded McKell Financial with a simple yet profound mission: to help people in our community learn how to save for retirement and make wise financial decisions. Raised in Santa Clarita, we understand the values and needs of the everyday families and individuals who call this place home. Allen's vision was to create a space where trust, knowledge, and integrity were at the heart of every financial conversation.
A Family-Owned Business
Serving You Since 1988
Ryan McKell joined us in 2012, followed by Bryce McKell in 2014. Together, they took the reins in 2017, carrying forward the legacy of personalized service and community-focused financial advice. Our blend of youthful energy and seasoned experience enables us to connect with clients on a personal level, offering the tax expertise of a CPA and the strategic insight of a CFP.
At McKell Financial, we pride ourselves on being approachable and down-to-earth, not just financial advisors in suits. We are your neighbors, dedicated to helping you navigate the complexities of financial planning with empathy and understanding. Whether you're about to retire or have recently entered this new life stage, we're here to support your journey with the same care and commitment that Allen envisioned over three decades ago.
Ryan McKell CFP®, CPA
Tax & Financial Advisor
Bryce McKell
Tax Preparer
Bridget Kilvans
Office Administrator