R. J. Kelly, Wealth Legacy GroupⓇ, Inc.

R. J. Kelly, CAP, ChFC, CEPA, CLU, MSFS, RICP, IAR, AEP, WMCP, is an advisor to the exceptional entrepreneur, executive, professional & Franchise Owner. He is helping successful clients achieve clarity, create confidence, and build lasting legacies for over 30 years! R. J. is the Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. in San Diego, CA, a company specializing in the diverse needs of closely held business and professional families. 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. R. J. has been in the financial services industry since 1977.