Experienced

Hamilton and Associates is a Registered Investment Advisor and an independent tax and wealth management firm. We draw on decades of experience and have access to financial products and strategies that enable us to provide effective strategies to help people like you progress toward your personal financial goals.

Trustworthy

If you’re like most people, you don’t have the time to follow the markets closely and stay up on the legislative changes that may affect you. We provide objective advice, based on a thorough understanding of your unique circumstances. Trust is built not by selling you a product, but by helping you make progress toward your financial goals, year after year.

Comprehensive

Our process is comprehensive. We provide you guidance with risk, income and investment management. Also, tax, retirement, and estate planning.

We adhere to strategies and methods shared by others in the industry to address potential problems and point out untapped opportunities. These ideas are then prioritized and integrated into a set of recommendations that result in a fully integrated and comprehensive plan. We work cohesively with other dedicated professional firms to assist us in working toward achieving our client’s goals.

Proactive

We don’t stop once the plan has been created. We proactively contact our clients for periodic reviews to adjust your plan if needed to help ensure that it remains on track. We contact our clients with regards to timely financial matters so they don’t slip through the cracks.

We’re on your side!

Our Team

Keith Hamilton, CFP®

Keith Hamilton, CFP®

Principal

Keith is owner of Hamilton & Associates and is a registered principal with LPL Financial. Keith has been a CERTIFIED FINANCIAL PLANNER™ professional since 1991 and is a member of The Financial Planning Association. He has had his Life, Health and Disability insurance license with the State of California since 1986. He has been a licensed tax preparer with the State of California since 1985 and a member of the California Society of Certified Public Accountants*. His practice specialty is investment management and income and estate tax reduction strategies.

Prior to his financial services career, Keith was a computer programmer for Cubic Corporation. He graduated from Oregon State University in 1984 with a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Computer Science. He relocated to San Diego in 1984 and currently is a resident in the community of La Jolla. He is married to his wife, Wendy, and has two children, Reed and Brandon. In his spare time, Keith enjoys playing tennis and listening to live music.

*Tax services are not provided by LPL Financial

Nathan Manor, CFP®

Nathan Manor, CFP®

Client Services Associate

Nathan, a CERTIFIED FINANCIAL PLANNER™, joined Hamilton & Associates in 2014 as a Client Services Associate. He has past experience with multiple San Diego tax and wealth management firms. Nathan has his Series 7 & 66 investment registrations with LPL Financial. He also has his California Life and Health insurance license and is a licensed tax preparer with the State of California.*

Prior to his financial services career, Nathan graduated from San Diego State University where he earned a Bachelor of Science degree in Financial Services and his Personal Financial Planning Certificate.

In his spare time, Nathan enjoys playing golf and snowboarding with friends and family. His dog, Sir Humphrey, keeps him on a regimented walking routine exploring new beaches, hikes, and dog parks.

Nathan Manor is a Registered Representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.

*Tax services are not provided by LPL Financial

Melissa Mason

Melissa Mason

Client Services Associate

Melissa joined Hamilton & Associates in 2013 as a Client Services Associate. Melissa is responsible for assisting with our investment portfolio management services, staying informed about financial products and regulations, gathering information from our strategic research partners and assisting with our new and existing client accounts.

In her spare time, Melissa enjoys spending time with her husband Brad and her son Bryce, going to the beach and playing volleyball.

Rachel Clinefelter

Rachel Clinefelter

Client Services Associate

Rachel joined Hamilton & Associates in 2017 as a Client Services Associate after managing the operations for a North County company for over 3 years. Her responsibilities include managing the business administrative and industry compliance activities, client appointment scheduling, insurance case processing and maintaining the company books.

In her spare time, Rachel enjoys travelling and spending time with her family and friends.

Professional Affiliations