2015 Advisor Network Summit
 
R.J. Kelly ChFC, CLU, IAR, MSFS

Title
Founder & Chief Visionary Officer
Company
Wealth Legacy Family of Companies
Bio
As a visionary, R. J. Kelly strives to accomplish an ideal outcome for today, tomorrow and the future, both personally and professionally. His strengths and talents lie in his ability to evaluate challenges and see opportunities that are rewarding, successful, and significant. R. J. Kelly is the Founder and Chief Visionary Officer of the Wealth Legacy Family of Companies in San Diego, CA which specializes in tending to the many diverse needs of closely-held businesses and professional families. R. J. develops comprehensive plans that stimulate growth, provide protection, manage legacy issues, and facilitate business succession and exit strategies. R. J. has a Master’s in Financial Services (taxation emphasis), and is a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU) and an Investment Advisor Representative of Wealth Legacy Group, Inc. R. J. is a published speaker and writer and has been featured in a number of national magazines and publications. R. J. Kelly is also the Co-Founder and Chair of The Center for Wealth and Legacy, a non-profit organization whose main goal is to challenge business leaders to positively impact their community. He is very active in the non-profit community and offers workshops to bring non-profit leaders together to maximize their potential and recognize opportunities for success. Other passions include his devotion to his wife and family, reading, diving, adventure travel, and making a positive difference in his world.