R. J. Kelly
R. J. Kelly is Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. in San Diego, California, a company specializing in the diverse needs of closely-held business and professional families. Creator of the Wealth Legacy Assessment™ and the Critical Actions Roadmap™, financial advisor R. J. develops comprehensive plans that maximize investment growth, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. He is also Co-Founder and Chair of The Center for Wealth & Legacy™, a non-profit organization in San Diego, CA which presents the annual “Lasting Legacy & Inspiration Awards™” and the tri-annual“Leadership Insights Forum™”.
R. J. has been in the financial services industry since 1977. He is a Chartered Life Underwriter®, Chartered Financial Consultant®, Retirement Income Certified Professional®, a Chartered Advisor in Philanthropy®, has a master’s in Financial Services with an emphasis in taxation, and is an Investment Advisor Representative of Wealth Legacy Group®, Inc., an independent Registered Investment Advisor. Additionally, he has earned the Accredited Estate Planner (AEP®) designation recognizing a graduate level specialization in estate planning, and the Certified Exit Planning Advisor designation, an executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning for business owners.
He is nationally recognized for his technical skills in estate planning, business succession, national and international risk management, wealth appreciation, executive benefits and charitable strategies. As well, R. J. is frequently relied upon as an expert witness in various litigation matters. Further, as a Life Coach™ and accredited Interplay™ facilitator, he is skilled in handling delicate interpersonal matters and facilitating family communication.
Major publications include the San Diego Union Tribune, LA Times, Denver Post and Yahoo Finance. Speaking audiences include the Vistage International Conference, Young Presidents Organization (YPO), Sharp Hospital foundation, the Association for Advanced Life Underwriting in Australia, Hewlett Packard, the San Diego County Bar – Business Law Section, and more. He has been featured on the PBS series “The Financial Advisors”, the radio program “Inside Business”, and the Wealth Channel.
R. J.’s interests include a commitment to being a wise and fun husband, dad, grandfather, performing periodically in a contemporary Christian band, and being active in community, church and international volunteer work. He has served in Guatemala, Mexico, Myanmar, Cambodia, Vietnam and Russia on various volunteer and humanitarian projects. In 2005 he raised over $30k to help Cambodian landmine victims and a school in Phnom Penh. An eight time marathoner, he has raised $35k for Leukemia-Lymphoma research through his running. His life goals include facilitating $1 billion for charity (crossing the $100M mark in August 2012 and well underway to reach the second $100 million), serving overseas for twelve months, and travels to Bhutan, Iguaçu Falls, Machu Picchu, Tibet, India and the Amazon among many other places!
Most memorable life events thus far include a tail-hook landing and catapult take- off from the aircraft carrier, USS Abraham Lincoln, trekking in Nepal, performing as a soloist to an audience of 7,500+, speaking for an audience of 13,000+, the individuals met through and running of various marathons, the lasting impact of a loving, godly mother and being married to my extraordinary wife, Vymean, a survivor of the killing fields of Cambodia, and one equally committed to making the world a better place.
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- Tel: (858) 569-0633
- Location: San Diego, CA