TIM KELLY, CEPA®

Tim is a Wealth Strategist and Certified Exit Planning Advisor. He entered the financial services industry in 1981 as a Financial Consultant with a focus on retirement planning for his clients. He envisioned a company that has a client centric culture where everyone within the firm has a client comes first mindset. In 2001, he established Strategic Alliance Wealth Group.

Tim speaks nationally as an advisor on behalf of being a client advocate in implementing quality solutions that are used as a unique asset class to create a positive impact on one’s overall financial portfolio. His primary focus is educating and advising clients, on the distinct advantages of integrating client centric strategies and solutions into their financial plan, enhancing their business, personal and financial goals & objectives.

He has sat on committees for numerous financial institutions, providing valuable input and feedback to financial companies in their design of taxed advantaged wealth accumulation and distribution products. He is consistently involved within the financial services industry and stays informed on developments and changes, including improvements to strategies and solutions that are current and relevant to the clients and partners that we serve.

Tim is known to as “The Vision Coach®.” His passion is to understand the client’s vision as it relates the lifestyle they desire to live and the legacy that they wish to leave behind. He then implements a Lifestyle & Legacy Plan to insure their vision becomes reality. Ultimately, this is what drove Tim to success and is what continues to drive his success today.

Born in Atlanta, Georgia, Tim has been a Tampa Bay Area resident since 1971. He has three adult children and one grandson. He enjoys spending time traveling, being at the beach, riding motorcycles, golfing, martials arts and simply spending time with family and friends.