330 John Carlyle Street, Suite 400, Alexandria, VA, 22314 Get Directions
- Financial Planner
As an educator, Kelly has taught hundreds of seminars, classes, and workshops on retirement planning, estate planning, investment management, and life planning. He has taught thousands of baby boomers how to enjoy retirement. He is an energetic and knowledgeable speaker who teaches in a light-hearted and comical way utilizing stories and anecdotes to help his students learn.
A sought-after authority on everything retirement, Kelly has been quoted and/or has contributed to Fox Business, TheStreet.com, Fox 5 Local News, CNBC, The Washington Post, Kiplinger’s Magazine, and is a recurring blogger for the Smarter Investor on U.S. News & World Report.
While Kelly has always said, “A successful retirement comes from proper planning,” this is pursued through his trademarked program, Right on Retirement™ (ROR.) ROR is Kelly’s five-step process that he and his team take all of their clients through to work towards their long-term success in retirement.
Kelly graduated from the University of Maryland with a degree in finance. A continuous student, he has achieved the following designations: Certified Financial Planner™, Chartered Financial Consultant™, Chartered Mutual Fund Counselor™, and Accredited Investment Fiduciary™.
When he is not helping his clients, Kelly focuses on his passions of boating, water, and snow skiing as well as spending time with his wife and three kids.
Certified Financial Planner™
Chartered Financial Consultant™
Chartered Mutual Fund Counselor™
Accredited Investment Fiduciary™
Honors & Awards
Northern Virginia Magazine-Top Financial Professional, 2017-2022
Barron’s Magazine-America’s Top 1200 Financial Advisors
Barron’s Magazine-Virignia’s Top 25 (ranked #11 in Virginia)
University of Maryland, bachelor’s degree in finance
CEO of Campbell Wealth Management