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

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

November 01, 1966 - February 15, 2020

Tom grew up in Pottstown Pennsylvania, graduating from St. Pius X High School, and receiving a BA in marketing from the Pennsylvania State University. Tom was founder and Chairman of Kalejta Financial Management. He was a seven-time Five Star Wealth Manager award winner, a member of Voya Financial’ s Chairman's Circle, and author of "Building Wealth, Protecting Dream's", a guide to grow your investments and safeguard your family's future.

Tom was on the Board of Directors of Pope John Paul II High School and Shady Hollow Assisted Riding that provides equine therapy for special needs riders. As a financial advisor, Tom was passionate not only about securing the financial future of his clients, but also about making them an active part of their investment and retirement strategies. Tom was known for building personal relationships with his clients through visits in his office, their homes, and hosting them at Philadelphia Phillies and Flyers games. He was a firm believer in allowing his clients to make their own, informed decisions, and thus held numerous educational outreach opportunities, including free community courses and lectures. One of Tom's specialties was helping clients plan for supporting special needs family members. Tom, his business, and his son's team, Ethan Allies, partnered with Autism Speaks and Shady Hollow Assisted Riding to promote autism awareness, support, and research.

Tom's joy in life was his family. He and his wife Susan enjoyed traveling with their son Ethan and daughter Riley for family vacations at historic and educational sites throughout the United States, and especially cherished beach vacations in Florida and Sea Isle City, New Jersey. He was a vocal supporter at Riley's field hockey and lacrosse games, and proudly displayed Ethan's paintings and string art at their home and in his office. Tom was an avid vegetable gardener, hunter, and fisherman, a member of the Pine Forge Sportsman's Club, a 3rd degree member of the Knights of Columbus, Father Bally Council 1192, and competed in local golf and shuffleboard leagues.

“Your greatest gift is your story. Your loved ones will remember your integrity and your vision. And how can we best protect those dreams? How can we be the good stewards of all that has been given to us? By making the most of our resources here and now. By working hard for the harvest to come. Your financial affairs are the building blocks of your dreams- but take care that the money is not the only asset that gets counted. Your net worth encompasses so much more.” Thomas A. Kalejta

Tom’s professional designations included: Certified Fund Specialist® (CFS®), Chartered Financial Consultant® (ChFC®), Registered Financial Consultant (RFC®), Accredited Estate Planner (AEP®), Chartered Advisor for Senior Living (CASL®), Accredited Investment Fiduciary (AIF®), Chartered Special Needs Consultant® ((ChSNC®) . He was an alumnus of American College of Bryn Mawr and held a Bachelor’s Degree in Marketing from Penn State as well as FINRA Series 6, 7, 26, 63, and 65 registrations. In addition, Tom was licensed in life, accident and health insurances.

Tom was a member of Collegeville Economic Development Corporation (CEDC), Montgomery County Estate Planning Council, Perkiomen Valley Chamber of Commerce, Spring-Ford Chamber of Commerce, Tri-County 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).