James E. Kelley, Jr., MBA, CFP

President & COO

At Capital Planning
Jim has been with the firm since 1985 and became President in 2005. He received his MBA from the University of Geneva, Switzerland through a program coordinated by the Swiss Banking School. In addition to working with a number of the firm's client families, Jim is active in the management of the firm's wealth planning, investment advisory services, and technology plan. With over 30 years of financial planning experience, Jim's dedication to advanced planning is reflected in earning his Executive MBA in International Wealth Management from the Tepper School of Business at Carnegie Mellon University. Jim is focused on continuous improvement to provide our clients with access to the critical resources needed to manage wealth in a changing world.

Practice Focus

  • Boeing Managers & Executives
  • Retirees and those contemplating retirement
  • Long term cash flow planning
  • Investment & portfolio design and strategies
  • Creating wealth transfer strategies and lasting legacies

When I Am Not at Work
Jim loves spending time with his family playing frisbee, lacrosse or riding bicycles. He stays busy supporting his wife and five children in their many endeavors including college campus visits, attending graduations and preparing for weddings. As a grandfather, Jim is just starting his adventures with the next generation.

Previous Roles or Ventures
Before joining Capital Planning, Jim previously served as a Registered Principal with Financial Network Investment Corporation, a Registered Representative with IDS/American Express, and a Methods Analyst with The Boeing Company.

Education & Designations

  • EMBA, International Wealth Management, Tepper School of Business at Carnegie Mellon University
  • MBA, University of Geneva, Switzerland
  • CERTIFIED FINANCIAL PLANNER professional
  • BA, Business Administration, Magna Cum Laude (Phi Beta Kappa), University of Washington

Professional & Community Activities

  • Financial Planning Association, Member
  • Capital Planning Investment Policy Committee, Chairman
  • Capital Planning Strategic Planning Committee, Vice Chairman
  • Barnabas Financial Ministries, Board Member
  • Past positions on local church committees and boards

My Most Recent Speaking Engagements

  • Boeing Leadership Network - Financial Planning Workshops
  • Boeing Leadership Network - Retirees

Events

See our Events Section for more details.

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