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Michael Kalas

Michael Kalas

CFP® , Partner
Retirement Planning Specialist

Phone: 703.205.0321
Fax: 703.207.0942
Mobile Phone: 301.717.0274
E-mail: Michael.Kalas@PotomacFinancialPCG.com

At Retirement Group

Michael Kalas is a CERTIFIED FINANCIAL PLANNER TM professional, and Partner of Potomac Financial Private Client Group, LLC, a financial services company. Through AXA Advisors, LLC, Michael provides comprehensive planning for individuals in the key areas of retirement, risk management, and estate planning*, as well as corporate benefit planning for institutional, public, and privately held companies.
 
Michael is qualified in the areas of Personal Financial Planning, Risk Management, Estate Planning*, Asset Allocation, and Investments. He has been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Certificate in Retirement Planning from the The Wharton School of Business.
 
Michael is the lead personal financial and wealth accumulation strategist for a wealth management team of five financial consultants and staff that focuses on providing customized financial planning strategies to individuals, families, and businesses. He is a frequent radio guest and lecturer on financial planning topics. He is actively involved with the Department of Defense providing Financial Planning seminars for senior officers retiring from military service and was chosen by the Financial Planning Association to provide pro bono financial planning for victims of the 9-11 attack and military personnel returning from Operation Iraqi Freedom.
 
Michael has been a CFP® professional since 1992. He is a former career Naval Officer who specialized in finance and logistics. His 23-year Navy career spanned both the Vietnam and Persian Gulf wars. While on active duty, he was promoted from Midshipman to U.S. Navy Captain (O-6).
 
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
 
Education
U.S. Naval Academy, BS
Annapolis, MD
 
Southern Illinois, MBA
Edwardsville, IL
 
The Wharton Business School, University of Pennsylvania
 
Professional Designations/Awards
- CERTIFIED FINANCIAL PLANNER™ professional
- FINRA Series 7, 63, 65, 53, and 24
- Life and Health Insurance Agent
- AXA District Manager of the Year – 2002, 2004, and 2005
- AXA National Elite District Manager 2002, 2004, and 2005
- AXA Developing District Manager 2002, 2003, and 2004
- Centurion - 2005
 
Present Memberships & Affiliations
Financial Planning Association
Navy Supply Corps Foundation, Chairman, Investment Advisory Committee
Beta Gamma Sigma, Business Honor Fraternity
 
Personal Data
Married with two children
Resides in Potomac, Maryland