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Bill Reif, MBA, RFC®

Bill Reif, MBA, RFC®

Vice President

Bill is the vice president of Kalejta Financial Management. He has a Registered Financial Consultant (RFC®) certification and has over 30 years' experience in business financial planning and operations. Bill focuses on retirement planning and investment strategies.  He develops customized financial strategies that meet client's specific needs; to include social security modeling, holistic investment plans, specific portfolio design, and retirement plans. 

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 40 years, reside in Berks County, PA. They have one daughter, three sons, and 11 grandchildren. His wife is a Registered Nurse and 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.