Broker Check

Meet Thomas A. Kalejta

Thomas A. Kalejta

Thomas A. Kalejta, CFS®, ChFC®, RFC®, AEP®, CASL®, AIF® , ChSNC®

Tom is the Chairman of Kalejta Financial Management. He was recently named a Five Star Wealth Manager for 2019 - an honor he has received for the last several years. 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 and special needs planning. He has 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 is also the author of “Building Wealth, Protecting Dreams”. He is intrigued by how Baby Boomers are changing retirement trends and lifestyles in the 21st century. He believes in inspiring his readers by talking less about money and more about reinvented possibilities - particularly when things don't go as planned!

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 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. More recently, Tom has shifted his financial support to a local organization called, Shady Hollow Assisted Riding (SHAR). SHAR provides equine therapy for people with special needs. Tom's team, “Ethan’s Allies”, will begin allocating his support to SHAR since the organization has personally helped his son with Autism for over 10 years.

Tom frequently serves as speaker and teacher to community groups, continuing education students, and other professional gatherings. If you would be interested in having Tom speak about retirement planning, Social Security, Medicare, special needs financial planning or any other topic at an event or seminar, please contact our office at 610-831-2195.

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

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