RJ Kelly, President & CEO of Wealth Legacy Group

R. J. Kelly is the Founder and Managing Principal of the Wealth Legacy Group Family of Companies headquartered in San Diego, California. Wealth Legacy Group specializes in assisting wealthy, affluent and influential privately held business families with the growth, protection, enjoyment, management, distribution and lasting social legacy of their wealth, their business succession and exit strategies and their "whole life planning".

His core virtues and values are based on integrity, honesty, transparency and work ethic. His personal mission statement is, "To put God's will first in my life, making a positive difference in the lives of those around me". Included in his "Areas of Excellence" are the unique abilities to "make things happen", as well as being a "creative thinker, brain-stormer and an excellent listener". He is an encourager, mentor, a "dreamer of big dreams" and fosters that in others. R. J. believes in the power of "collective wisdom". Subscribing to the concept that “there is no limit to what can be accomplished, if no one cares who gets the credit”, he encourages a "total team concept" in working with existing advisors and professional partners on behalf of privately held business owners and their families.

As a Chartered Financial Consultant, Registered Investment Advisor, Chartered Life Underwriter, Registered Principal with the NASD, and Master’s in Financial Services with specialty in tax matters, R. J. is nationally recognized for his technical skills in estate planning, business succession, risk management, executive benefits and philanthropic tools. Additionally, as a Life Coach^TM, and Accredited Interpla7^TM facilitator he is skilled in handling delicate interpersonal matters, family retreats and Family Councils.

R.J. has been published in the San Diego Daily Transcript, San Diego Business Journal, Life Association News, Financial Planning Magazine, Broker’s World and San Diego County Physician’s Magazine. He has been featured or quoted in The LA Times, Denver Post, Indianapolis Star, and Yahoo Finance on topics important to affluent families and business owners as they build their wealth, realize their dreams, preserve and transfer their legacy and maximize gifts to charities they care about.

Speaking audiences have included Hewlett-Packard, various NAIFA chapters nationwide, the Million Dollar Round Table, the San Diego County Bar-Business Law Section, the Lorman Business Institute, SHARP Hospital Foundation, the Association for Advanced Life Underwriting in Sydney Australia, the Evangelical Development Ministry annual conference, as well as being featured in the PBS series, "The Financial Advisors" and the radio program, "Inside Business".

R.J.’s other major passions include performing in a contemporary Christian band. He is active in community, church and international mission work. In 2005, he raised over $30,000 personally to help Cambodian landmine victims and a school in Phnom Penh. With completion of his eighth marathon, he has raised over $35,000 for Leukemia-Lymphoma research. He also enjoys skiing, diving, reading and adventure travel.

Having recently accomplished a long time dream of doing a tail hook landing and catapult take off from the aircraft carrier, USS Abraham Lincoln, his remaining life goals include facilitating, directly or indirectly, $500 million in philanthropy for stewardship projects, running the Antarctica Marathon, and travels to Bhutan, Iguaçu Falls, Machu Picchu, Tibet, and the Amazon among many others. R. J. is blessed to be married to his beautiful wife, Vymean, a social worker who is equally committed to making her world a better place.

R. J. Kelly Wealth Legacy Group