Kelly Mortensen

Kelly understands what her clients need when buying and selling their homes. She has spent over 20 years evaluating and recommending financial strategies not only as a Realtor® but also as an NASD licensed securities broker and manager.

Since deciding to focus exclusively on Real Estate in 2006, Kelly has earned trust and respect by translating her clients' needs into top results. After breaking her teeth as a highly regarded agent in the upscale Village of Sewickley, PA, Kelly made the move to Dana Point, CA. As a resident of Dana Point for the last decade she has become a local expert on the coastal communities from San Clemente to Newport Beach and is known for her exceptional work ethic, commitment to excellence and ability to close. Whether you're a first time home buyer, investor or simply looking for the perfect place to call home, Kelly's approach is to provide market research, valuable insights and personal care to each and every client. Her strong belief that her clients have the right to be as well informed as possible is symbolic of her character, integrity and professionalism.

Kelly draws on her degree in organizational communication from Ohio University in order to develop effective marketing strategies for her listings that move properties quickly. Her in-depth knowledge of local neighborhoods, housing trends, zoning, and tax law gives her buyers confidence that they are making the right decision at the right price.

Kelly is a member of the National Association of REALTORS®, the California Association of REALTORS®, and the Orange County Association of REALTORS®.

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Client Testimonials

★★★★★
"We had Kelly show us places in the Laguna Beach/Dana Point/San Clemente area about 4 years ago but as it turned out, it wasn't the right time for us. Then we called her again a few months ago and started looking again in the same area. She was on it right away, had 4 places set up for us in a few days. We saw them that day. Then she suggested if we wanted to see another listing that was out of our price range. We said sure (just for kicks) and then when we saw it, we fell in love with it and decided on the way home to go for it. We called her, made an offer, closed escrow in 21 days and we're in. If it wasn't for Kelly's responsiveness, organizational skills, creative and proactive thinking, we would not be in the place we have now. We love it here and know that Kelly made it happen. She is knowledgeable, responsive, so nice and kind, very easy to work with, experienced and on top of her game. We would never use anyone else to help us find any other place in these areas. She's unbelievable and wonderful!!! A fantastic real estate agent. You are missing out if don't consider Kelly when looking for a place to purchase." - Buyer in Dana Point

★★★★★
"A true professional. Kelly knew her business, was caring, helpful, and did what was right every time. She was honest and had the greatest of integrity. We were so impressed by her service we have asked her to help us on other projects. We highly recommend her for selling or buying a house. She knows her business and is very friendly, a truly great combination." - Homeowner in Dana Point

★★★★★
"Kelly is the ultimate professional and kept me as the buyer totally informed. She has the best knowledge of marketplace conditions. I would highly recommend her if you want honest advice and no real estate games. " - Victor Quint from Laguna Niguel

★★★★★
"Kelly was one step ahead of everyone during the whole process. After being outbid on a property she was able to find us a pocket listing that was even better than the original property. She navigated the entire process with ease and was on top of everything to ensure a smooth closing process. She has even helped us with property transition after closing and helped coordinate some minor projects in the new property. I would highly recommend Kelly as she is a local expert for desirable properties in Orange County. " - Ali E from Dana Point