Financial Advisors
San Diego, CA
Wealth Legacy Group, Inc., led by founder and Registered Investment Advisor R.J. Kelly, specializes in comprehensive financial planning for entrepreneurs, executives, professionals, and franchise owners. With over 30 years of experience, they provide integrated planning across retirement, tax strategy, business succession, estate planning, insurance, and investment management. Their holistic approach combines business planning, legacy planning, accumulation strategy, and personal financial planning to help successful families achieve clarity on their goals and build long-term wealth.
Ideal for: Business owners, entrepreneurs, executives, professionals, franchise owners, high-net-worth families seeking coordinated retirement and succession planning
Service area: San Diego, CA and surrounding areas
Fiduciary & RIA Status: R.J. Kelly is a Registered Investment Advisor and fiduciary, held to a legal standard to act in clients' best interests. He holds multiple professional designations including CFP®, ChFC, CLU, and CEPA.
30+ Years Specialized Experience: Deep expertise in the unique planning needs of business owners, closely-held business families, and high-net-worth professionals — not generic financial advice.
Integrated & Comprehensive Approach: Addresses retirement, taxes, business succession, legacy planning, insurance, and estate protection through a single coordinated strategy, with annual review processes to keep plans on track.
Address: 4540 Kearny Villa Rd # 114, San Diego, CA 92123
Phone: (858) 569-0633
Website: wealthlegacygroup.com
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