Ryan F. Kelly is a fee-only Certified Financial Planner ® (CFP) professional, and is the founder and president of RFK Capital Management. Ryan specializes in providing as-needed advice and financial planning services for do-it-yourself investors.
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.
Ryan founded RFK Capital Management in early 2019. The primary focus of the firm has been to assist DIY Investors with project-based financial planning and investment guidance. Since 2019, Ryan has completed projects for over 340 clients in 42 states.
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. 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. He earned a certificate in financial planning from Boston University, has passed the FINRA Series 65 exam, and holds the Certified Financial Planner (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 two children and reside in Sandy, Utah.
