Rick Kelley (BS, CFP®, CMFC, CSA, Other)

Rick Kelley focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Rick is a licensed CERTIFIED FINANCIAL PLANNER™ professional, maintains a Chartered Mutual Fund designation and is an Arizona Licensed Fiduciary. He has over thirty-two 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 and trust 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 is a member of the Financial Planning Assoc., both nationally and locally.  He was President of the local Financial Planning Association from 2005 to 2007.   

Additional Information

In 2019 he earned his Certified Senior Advisors, CSA certification.  He 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.

NAPFA Start Date

December 05, 2019

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This Office

5215 N Sabino Canyon Rd Tucson, AZ 85750-6435 Phone: (520) 749-6605