James E. Kelley, Jr.MBA, CFP®

James E. Kelley, Jr.

President & COO

At Capital Planning

Jim joined the firm in 1985 as an advisory representative and became Chief Operations Officer in 1995, and President in 2005. Jim is a CERTIFIED FINANCIAL PLANNER professional. 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, Jim brings an analytical perspective to the investment and wealth planning services for our clients.

Practice Focus

  • Corporate Executive, Manager, Engineer Benefit Analysis
  • Aerospace, Technology, and E-Commerce Industries
  • 401k & IRA Tax Strategies
  • 401k Rollover Strategies
  • Roth IRA Conversion Strategies
  • Executive Compensation Consulting
  • Annual/Open Enrollment Consulting
  • Stock Option Strategies
  • Concentrated Stock Consulting
  • Investment Management, Portfolio Desig
  • Retirement Planning
  • Estate Planning and Wealth Transfer

Previous Roles or Ventures

Prior to joining Capital Planning, Jim served as a Registered Principal with Financial Network Investment Corporation, as a Registered Representative with IDS/American Express, and as 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

  • Captial Planning Principal Member
  • Capital Planning Investment Policy Committee, Chairman
  • Capital Planning Strategic Planning Committee, Vice Chairman
  • Barnabas Financial Ministries, Past Board Member
  • Local Church Committees and Boards, Past Positions

Previous Speaking Engagements

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

When Not at Work

Jim loves spending time with his family playing Frisbee, walking along the beach, and riding bicycles, if he isn’t winding down the roads on his motorcycle. Having recently moved across the U.S., Jim stays busy working on his Florida coast home, supporting his wife and five adult children with their endeavors, and his latest adventure as a grandfather to a growing next generation.