R. J. Kelly, CLU, ChFC, IAR, CAP, RICP, MSFS, AEP, CEPA, WMCP is known for his creativity, communication skills and unique approach to planning.
His strengths and talents lie especially in his ability to grasp complicated and delicate situations quickly, communicate complex ideas in easy-to-understand ways, and find integrated solutions for clients through holistic and multi-disciplinary ways. Often those solutions are ones that other advisors overlook, dismiss, or more often, simply are not aware they exist.
R. J. is the Founder and Chief Visionary Officer of the Wealth Legacy Group®, Inc. in San Diego, California. With clients in nineteen states and counting, WLG, Inc. specializes in tending to the many diverse needs of successful entrepreneurs, professionals, and their families.
More about R. J. Kelly go to: https://wealthlegacygroup.com