Ryan Kelly
- CFP®
RFK Capital Management
Sandy, UT
Contact Ryan
Ryan can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Ryan specializes in
- Medical Professional
Expertise
- Investment Analysis and Planning
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Saving and Investing for College
- Life Event Planning
About
Ryan F. Kelly is a Certified Financial Planner ® Professional and founder and president of RFK Capital Management, a project-based financial planning firm.
From 2008 to 2018, Ryan was an investment analyst and chief operations officer at Evergreen Capital Management, an investment management firm that serviced a small number of high net worth investors and grew to over $105 million in assets under management.
In his spare time, Ryan enjoys hiking and skiing in the beautiful Wasatch Mountains that are close to his home. He is also an avid golfer.
Ryan has a passion for World War II history and research. His efforts to remember and learn the forgotten story of his great-uncle, a World War 2 fighter-bomber pilot, were featured in the Deseret News in March 2014. Ryan also loves U.S. history and spent a semester in college giving tours of the U.S. Capitol Building.
Ryan graduated with a B.S. in Finance from Brigham Young University in 2008. Ryan earned a certificate in financial planning from Boston University, has passed the FINRA Series 65 exam, and holds the CFP designation. He has for many years been an avid reader of personal finance and investing books. See his list of favorite books here.
Ryan and his wife, Paige, have one child and reside in Sandy, Utah.