Bill Reif, MBA, RFC®
Bill is the Vice President of Kalejta Financial Management. He has a Registered Financial Consultant (RFC®) certification and currently holds FINRA Series 6, 7, 63, and 65 registrations. He has over 32 years' experience in business financial planning and operations.
Bill uses a straight forward, curated approach, focusing on financial risk assessment, investment strategies, wealth accumulation, and retirement planning. Using a client centered team process, he develops customized financial strategies that meet specific needs; to include holistic budgeting, investment plans, risk responsive portfolio designs, social security modeling, and retirement solutions.
He has been recognized as an active member of the National Association of Insurance and Financial Advisors (NAIFA) and he has met the requirements for membership in the Million Dollar Round Table.
Bill has a Bachelor’s Degree in Mechanical Engineering from Northeastern University and a Master’s Degree in Business and Finance. He served 10 years in the U.S. Army as an infantry officer and went through extensive training to become a military helicopter test pilot with commercial and instrument ratings.
Bill, and his wife of over 46 years, reside in Berks County, PA. They have one daughter, three sons, 12 grandchildren, and one great-grandchild. His wife is a retired Registered Nurse and now has her own quilting business.
Bill is an Eagle Scout and has been active in the community as a Cub master, Scoutmaster, and Court Appointed Special Advocate volunteer. His current activities include community service and competing and coaching short-track inline speed skating.