Rick Kelley, CFP®, CMFC®, serves as a Senior Financial Advisor and Trust Representative Officer for Raskob Kambourian Financial Advisors. Rick serves on the Investment Policy Committee at Raskob Kambourian, helping to make policy decisions including holistic financial planning and client-centered portfolio allocation. As an approved Trust Representative Officer of National Advisors Trust Company, FSB and Raskob Kambourian’s Trust Services he assists clients with strategic planning concerning their estate and trust goals.
Rick is a licensed CERTIFIED FINANCIAL PLANNER™ professional, maintains a Chartered Mutual Fund Counselor SM designation and is a Licensed Fiduciary. He has over twenty-five years experience in the field of investments and finance. Prior to joining Raskob Kambourian, Rick worked eighteen years providing financial advice at Charles Schwab, Inc. Rick also has four years experience in the legal field including both general law and trust and estate area as a legal assistant.
He received a Bachelor of Science degree from Northern Arizona University with a Legal Assistant Certification. He is a member of the Financial Planning Association, both nationally and locally. He was President of the local Financial Planning Association from 2005 to 2007. Rick is also a member of the Southern Arizona Estate Planning Council. He is actively involved with the local Boys and Girls Club and has taught the Money Matters program to our youth at various Clubs across the city. His hobbies include cycling, reading and yoga.