Thomas A. Kalejta, CFS®, ChFC®, RFC®, AEP®, CASL®, AIF®
Tom is the President of Kalejta Financial Management. His goal has always been to provide an exceptional experience to the clients who choose his firm. To ensure this high level of care, he crafted a team of support people who work alongside of him to deliver superior service and attention to detail. As a result, he is able to focus on doing what he does best - helping pre-retired and retired clients manage their wealth and work toward protecting their dreams through some of the most difficult times in history.
Tom's focus is on retirement readiness, with a vision for every client to enjoy financial freedom and prosperity! He is committed to ensuring that his clients receive the guidance they deserve and the tools they need to stay financially on track for retirement. As a result, his clients feel actively involved in the process of building their wealth and protecting their dreams.
“Nothing is more important to me than exceeding my clients' expectations. I am deeply aware of the confidence my clients place in my firm. For that reason, my team and I diligently strive to maintain a level of excellence which honors your trust. After 20 years, meeting and exceeding our clients’ needs is more important than ever.”
Tom’s professional designations include: Certified Fund Specialist® (CFS®), Chartered Financial Consultant® (ChFC®), Registered Financial Consultant (RFC®), Accredited Estate Planner (AEP®), Chartered Advisor for Senior Living (CASL®) and Accredited Investment Fiduciary (AIF®). He is an alumnus of American College of Bryn Mawr. He has his Bachelor’s Degree in Marketing from Penn State University and currently holds FINRA Series 6, 7, 26, 63, and 65 registrations. In addition, Tom is licensed in life, accident and health insurances. Tom has been honored with recognition by Philadelphia Magazine in its selection of “2009, 2010, 2012, 2013, 2014, 2015 Philadelphia Wealth Managers”.
Tom is a member of Collegeville Economic Development Corporation (CEDC), Montgomery County Estate Planning Council, Perkiomen Valley Chamber of Commerce, National Association of Insurance and Financial Advisors (NAIFA), Institute of Business and Finance (IBF), Society of Financial Service Professionals (FSP), Financial Services Institute (FSI) and International Association of Registered Financial Consultants (IARFC).
Tom and his firm have partnered with Autism Speaks through “Walk Now for Autism Philadelphia” since 2007. His family and firm team “Ethan’s Allies” raises funds every year and often participates in the walk at Citizens Bank Park. This cause is very close to his heart since his son Ethan was diagnosed with autism.
Tom and his wife Susan live in Pottstown, PA with their two children - Ethan and Riley. As a family, they love traveling, biking, tennis, and the beach. He personally also enjoys golfing, fishing, hunting, and gardening.
*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognition from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com