Bio Kelly J. Carter

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Kelly J. Carter

CEO, Beacon Retirement Planning Group

Phone: 760.692.0770

Kelly Carter is the CEO of BRPG and has more than 20 years experience as a financial retirement adviser with emphasis on estate and tax planning, life insurance, annuity programs and retirement strategies.

Kelly has worked directly with pre-retirees and retirees, business owners and professionals, providing them with alternative, safe solutions for their retirement needs.

Prior to BRPG, Kelly Carter was responsible for the formation of an estate planning team that focused on wealth transfers and tax saving strategies for high net worth clients. This team, composed of lawyers, CPAs, tax, insurance and investment specialists, provided the necessary strategies for ensuring the protection and efficiencies of each client's "wealth transfer" plan. Over the next several years, Kelly expanded this approach to offices in the Chicago and New York regions as he grew this segment of the business, nationwide.

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