As President and founder of Donnelly Wealth Advisors, Inc. Richard helps clients make important life decisions regarding their financial goals. Many of those decisions are influence by their business, family, and investments. As a Registered Life Planner, Richard has helped clients with financial difficulties achieve a state of financial freedom. Richard knows in order to give advice to others you have to really know who they are and what is most important to them. That is why he goes the extra mile with each client to ensure that he understands who they are, their financial situation, and their financial aspirations.
Richard began his career as a radio engineer and on air DJ. After spending some time on the marketing side of radio, he transitioned to a position at Dean Witter as an account executive. He started Donnelly Wealth Advisors in 1997, and has obtained his Certified Financial Planner, Certified Investment Management Analyst (CIMA), 401(K) Specialist, and Registered Life Planner (RLP) designations.
Richard is an active member of the Boy Scout organization and serves as Eagle Project Counselor with Troop 4 in La Jolla. In his spare time Richard enjoys playing golf, traveling, reading, hiking, camping, bike riding, skiing, and listening to music. He and his wife Joscylen have one son, Brian.
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