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Ricky K

CFP®, Series 63

Tucson, AZ

RD Kelley Financial Group

Ricky Kelley is a CFP® with 12 years of industry experience, currently operating RD Kelley Financial Group in Tucson, AZ. Prior to founding his firm in 2018, he worked for six years at Raskob Kambourian Financial Advisors. RD Kelley Financial Group is an independent advisory firm serving individual and high-net-worth clients through discretionary portfolio management and financial planning. The firm employs a fixed-fee and hourly consulting billing model and manages a focused set of investment instruments using a combination of fundamental, quantitative, and technical analysis methods.

College savings (529s, UTMA, etc.) Cash flow / budgeting General tax planning
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