James E. Kelley, Jr., MBA, CFP®

James E. Kelley, Jr., MBA, CFP®

President & COO, Wealth Advisor

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. Jim’s dedication to advanced wealth planning services is reflected in earning his Executive MBA in International Wealth Management from the Tepper School of Business at Carnegie Mellon University. With his attention to detail, he brings an analytical perspective to the investment and wealth planning services for our Boeing clients. 

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
  • 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
  • Past Board Member, Barnabas Financial Ministries
  • Past positions on local church committees and boards

My Most Recent Speaking Engagements

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