Arland Kelly

Arland Kelly

Managing Partner

Arland joined his father’s practice in 2005 and quickly realized that wealth management is his calling. Utilizing Michael's mentorship he quickly excelled and became a Managing Partner of the firm in 2008. While growing up in the financial industry has given him the knowledge, his passion for helping people has made him a success. Arland's primary focus is on helping individuals implement retirement planning strategies and asset management programs. Working with pre and post retirees to help calm their biggest fear, outliving their money. He also assists with estate planning, inheritance administration and portfolio development. Arland is happily married and is a proud parent to a beautiful girl and handsome boy.

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CA Insurance Lic # 0F11059