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R. J. Kelly has been a personal and financial advisor to me and to several foundations on which I have served. He has also assisted me in coordinating the involvement of my children in a charitable lifestyle and attitude. Using his training, background, and his natural abilities of communication and insight, R. J. has helped me achieve my lifestyle goals. Having R. J. as a trusted advisor and a valued sounding board has allowed me to make ‘good’ decisions ‘better’. I would gladly discuss my experience with R. J. Kelly with anyone who is considering using his skill sets and services.
George W. Tillery
Founder & Chairman
A-Z Bus Sales, Inc.
I’ve known R. J. for many years. My wife and I have hired R. J. to help us sort through the myriad of complexities in identifying goals and positioning for our futures. R. J. is an especially creative financial advisor and thinks way beyond standard approaches to financial planning. He has a broad suite of capabilities available to assist in everything from base investment advice to charitable giving to tax planning. It has been a pleasure working with R. J.
John Klearman
Corporate Finance Associates
I have worked with, collaborated with, and have known R. J. for a number of years now. R. J. is the consummate professional who always strives to put the client first and constantly exemplifies the highest degree of integrity in everything that he does. He is also one of the co-founders and the driving force behind The Center for Wealth & Legacy. I highly recommend R. J. for your consideration. You will not be disappointed.
William Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC
R. J. has deep technical expertise and at the same time is extremely personable. He is an expert at working through a myriad of issues including financial, estate, tax, accounting, and legal. R. J. is a professional and he is highly skilled at getting things accomplished. He has a successful track record of success and I value his experience and his friendship. I would not hesitate to recommend him for his advice in wealth legacy issues and financial planning.
Douglas Wall
Passionate. Visionary. Inclusive. Philanthropic. Compassionate. Leader. Helper. Caring. Articulate. Insightful. Inspirational. Wise. Seasoned. Professional. Listener. Inspirer. These are just some of the words that endeavor to capture the whole wealth advisory statesman, R. J. Kelly. I encourage fellow advisors, the Ultra High Net Worth and business owners to find for themselves what value he brings to their personal, philanthropic and business continuity needs.
Carl Sheeler, Ph.D
Managing Partner, Business Valuations, Ltd.
Allison Appraisals & Assessments, Inc.
R. J. is the consummate strategic trusted advisor. When putting together a team of advisors for a client, R. J. would be an excellent member of that team because not only of his high level of experience and expertise but also his caring and consultative approach with clients. As a result of his many years of experience in working with the wealthy, the client is immediately put at ease and thus feels comfortable in expressing his or her planning goals, objectives and maybe most importantly their concerns about such planning. Based upon my experience in working with R. J., I can whole heartedly recommend him to be part of an advisory team or for working with a client on an individual basis.”
Bradford Dewan
Miller Monson Peshel Polacek & Hoshaw
R.J. Kelly and I have worked on teams together, with mutual clients and on professional Boards with one another. I highly endorse R. J.’s leadership and ability to get tasks accomplished. He is a true achiever. Furthermore, R. J. listens, sets goals and makes things happen in an ethical and exemplary professional manner.
Tim Rafalovich
Vice President, Wealth Management Specialist
Wells Fargo Bank
“I had the privilege of being referred to R. J. Kelly in connection with a wrongful termination case with Erisa (pension) Cross-overs. I found his knowledge of pension law abundant – specifically “top hat” plans and analysis for determining whether one is truly ERISA-compilant exempt. R. J. is an efficient and reliable source of knowledge. His attention to detail is not only prompt, but effective. I would, and do, highly recommend Mr. Kelly’s services to my colleagues.”
Kari M. Myron
Bohm Matsen Kegel & Auilera, LLP
“R. J. Kelly is one of the most professional advisers I have ever worked with. He has solid values, an amazing work ethic, a total commitment to his clients, and is one of the most organized people I have ever met. I’m grateful to have the opportunity to work with R. J.”
Stan Padgett, Esquire
Padgett Law, P. A.
R. J. Kelly’s presentation at our Leadership Conference was well received. His material was well organized, informative and enlightening. He had the right balance of personal and real stories to humanize the concepts he was conveying. We also appreciated that he kept the concepts and examples on a level that the average person could grasp… He did a great job of adding value while also entertaining the audience… The presentation was easy to listen to. So many time times presentations along these topic lines are boring and laborious to endure. Not this time… Well done.”
Mike B.
President & COO

4550 Kearny Villa Road
Suite 103
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942