Thomas A. Kalejta

Founder, Kalejta Financial Management

Thomas Kalejta is president and founder of Kalejta Financial Management, where he helps clients develop strategies to build their wealth, protect their dreams, and achieve the retirement they deserve. He holds professional designations as a Certified Fund Specialist®, Chartered Financial Consultant®, Registered Financial Consultant®, Accredited Estate Planner®, Chartered Advisor for Senior Living®, and Accredited Investment Fiduciary®. He also holds FINRA Series 6, 7, 26, 63, and 65 registrations. Thomas is a member of many professional organizations, such as the National Association of Insurance and Financial Advisors, Institute of Business and Finance, and Society of Financial Service Professionals. He obtained his bachelor’s in marketing and business administration from Penn State University and is an alumnus of the American College of Bryn Mawr.

Building Wealth, Protecting Dreams

Publication Date: October 2017

Success is what you make of it. Life is about preparing for challenges and adjusting to them along the way. As our priorities change, our views broaden and our dreams shift. Retirement planning is no different. In Building Wealth, Protecting Dreams, financial consultant Thomas A. Kalejta shares tools and techniques you can employ to safeguard your family as you grow your investments for the future.

You’ll learn how to:
• set financial goals and priorities
• manage risk appropriately
• leverage tax laws to your advantage
• use credit wisely
• maximize your investments
• and much more

Whether your retirement dream is on a beach, volunteering for a charity, or continuing to work
at what you enjoy, it can be well within reach. After a life of hard work, you’ve earned it and
deserve as much.

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