Aria Retirement Solutions has hired Kevin Kelly as the firm’s senior vice president. With Charles Schwab for the previous two decades, Kelly worked with RIAs and retail clients to support their insurance needs. At Schwab, Kelly established the Advisor Concierge Team, which provides support for RIA’s that use Schwab’s custodial platform.
Headquartered in San Francisco, Aria Retirement Solutions provides retirement income solutions to independent registered investment advisors operating fee-only practices.
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