Rj Kelly's Location
San Diego, CA, US
Rj Kelly's Work
- Founder and Chief Visionary Officer @ Wealth Legacy Group, Inc.
- @ LinkedIn Legacy/Estate/Gift Planning Professionals
- @ North County Estate Planning Council
- @ Society of Financial Service Professionals - Detroit Chapter
- @ MDRT
- @ My Financial Coach (MFC)
- @ Legacy Wealth
- @ STAR Network, San Diego
- @ Family Wealth Consultants
- @ wsRadio Networks
Rj Kelly's Education
- The American College of Financial Services1987 - 1991
- 2013 - 2016
Rj Kelly's Skills
- Estate Planning
- Small Business
- Strategic Financial Planning
- Wealth
- Insurance
- Strategy
- Retirement Planning
- Strategic Planning
- Wealth Management
- Entrepreneurship
Rj Kelly's Summary
RJ Kelly, based in San Diego, CA, US, is currently a Founder and Chief Visionary Officer at Wealth Legacy Group, Inc., bringing experience from previous roles at LinkedIn Legacy/Estate/Gift Planning Professionals, North County Estate Planning Council, Society of Financial Service Professionals and Million Dollar Round Table. RJ Kelly holds a 1987 - 1991 The American College of Financial Services. With a robust skill set that includes Estate Planning, Small Business, Strategic Financial Planning, Wealth, Insurance and more, RJ Kelly contributes valuable insights to the industry. RJ Kelly has 3 emails and 1 mobile phone number on RocketReach.
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