About

RD Kelley Financial Group, LLC.

CFP® CSA® CMFC Rick is a licensed CERTIFIED FINANCIAL PLANNER® professional, maintains a Chartered Mutual Fund designation and is a CSA–Certified Senior Advisor®. He has over forty years’ experience in the field of investments, finance and law.  At RD Kelley Financial LLC., Rick helps his clients with holistic financial planning, client-centered portfolio allocation and strategic planning regarding their estate/trust goals and their tax goals. Prior to becoming President of RD Kelley Financial Group, LLC., he was a Senior Financial Planner at a local boutique financial planning firm for six years.  Also, for over eighteen years he provided financial advice at Charles Schwab, Inc.  He has four years’ experience in the legal field including both general law and trust and estate area as a Legal Assistant.  Rick received a Bachelor of Science degree from Northern Arizona University with a Legal Assistant Certification.  He was President of the local Financial Planning Association from 2005 to 2007.   In 2019 he earned his CSA—Certified Senior Advisor® certification.  He is a member of the Society of Certified Senior Advisors®. Currently, he is enrolled in the following program: Master of Science Degree, Personal Financial Planning, with the College of Financial Planning.   Also, he is a Financial Coach/Volunteer for the Wings for Widows program. Besides enjoying his family, Rick’s hobbies include the gym and studying.  He is progressing through Shotokan karate and is currently a yellow belt.