Tom LeClaire, CFP®, AIF® Caliber Wealth Advisory

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About Tom LeClaire, CFP®, MBA, AIF®

Tom LeClaire is the Principal and a Senior Wealth Manager at Caliber Wealth Advisory based in Tampa, FL. Tom holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® designations and graduated from Stetson University with a Master of Business Administration and Bachelor’s degree in Political Science. Prior to starting Caliber Wealth Advisory, Tom worked for Charles Schwab & Company for 10 years primarily as a Financial Consultant where he developed and maintained client relationships focusing on financial planning, investment analysis, and portfolio management. In addition to leading a team of qualified professionals, his core responsibilities at Caliber Wealth Advisory include wealth management covering financial planning, strategic investment management, and client education. Since 1994, Tom serves in the Army Guard, deployed overseas three times, and currently works with the new Security Force Assistance Brigade in Pinellas Park, FL. Tom was born and raised in Central Florida and resides in Tampa. He is the proud husband of his wife Michelle and spends his free time with her traveling and running distance races.

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Ideal Clients

  • Baby Boomers
  • Business Executives
  • Government Employees
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $1oo+/mo
  • AUM: 1%

SEC Records

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