John Kelly

Credentials:
  • CFP®

Focus: Insurance Strategies, Investment Strategies

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I have served your neighbors for years as President of The First Tee of Sacramento, Greater Trustee and National Representative for the Leukemia and Lymphoma Society, Rotarian and as a volunteer Fund Development Officer for Sacramento State University. In 1996 the Sacramento Board of Supervisors appointed me as trustee for the Sacramento County Employees Retirement System.

My wife and two daughters enjoy golf, travel and spending quality time together.

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Roseville Satellite Office

Satellite Office

2241 Douglas Blvd., Suite 100
Roseville, CA 95661

CRN201912-180567