R.J. Kelly
Meet R.J. Kelly, CLU, ChFC. Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. in San Diego, California, a company specializing in the diverse needs of closely held business and professional families. Creator of the Critical Actions Roadmap™, R. J. and the WLG "tribe" develop comprehensive plans that maximize investment and asset growth, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. He also Co-Founded and was Program Manager for twelve years of the non-profit, The Center for Wealth & Legacy™, an organization which presented over fifty community events, including the annual "Lasting Legacy & Inspiration Awards™ and the tri-annual "Leadership Insights Forum™".