Rick is a licensed CERTIFIED FINANCAIL 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 Planners®,
In his free time, Rick is actively involved with the local Boys and Girls Club and has taught the Schwab Money Matters program to our youth at various Clubs across the city. Besides enjoying his family, Rick’s hobbies include cycling, reading and yoga.
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