CEPA-certified-exit-planning-advisor-logo-white-png

PROFESSIONAL PROFILE

SaveSave

RJ Kelly


Founder & Chief Visionary Officer, Wealth Legacy Group, Inc.

  • Office Location: San Diego, CA, United States
  • Website: https://wealthlegacygroup.com/
  • Phone: (858) 569-0633
  • Email: rj@wealthlegacygroup.com
  • Designations: CEPA, ChFC, CLU, IAR, CAP, RICP, MSFS

 

Exit planning is good business strategy.  Learn more about business value, exit options, and best practices for transitioning middle market business owners.

Return to List