About Kelly Shaw

Kelly Shaw

Kelly Shaw has been in the financial services industry for over 20 years. In 2005, Kelly was awarded Advisor of the Year by Weisner Publications, publisher of Boomer Magazine and Senior Market Advisor Magazine. Kelly is an author and has many publications. Kelly is also the author of the top-selling Kindle book on college planning, “College Planning Made Easy.”

Kelly has done business in San Diego and Riverside for the past 20 years. He resides in Temecula, California.

  • At SAVE Inc. Financial, our mission is to help our clients have a comfortable, safe and worry-free retirement. Our goal is to assist them in making a good return on their investments with no volatility or risk and completely stress-free. We want our clients to enjoy their retirement and do what they want, when they want to, and without having to worry about their money.

  • Our philosophy is to use tried-and-true products that have a history of solid performance with no risk to your principal. We work hand-in-hand and side-by-side with our clients to design the perfect investment strategy to fulfill their dreams and wishes with no risk or stress. By utilizing guaranteed products with no risk to their principal, we believe in the philosophy of “slow and steady wins the race.” We provide education to our clients on products that protect and preserve principal, as well as still having the opportunity to grow their money.

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