Tom LeClaire (AIF®, CFP®, MBA)

Tom LeClaire focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

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 nearly 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 works with the Security Force Assistance Brigade in Palm Coast, 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.

Additional Information

Our memberships include NAPFA, the XY Planning Network, the Financial Planning Association, and the CFP Board of Standards.

NAPFA Start Date

March 13, 2018


This Office

4830 W Kennedy Blvd Ste 600 Tampa, FL 33609-2584 Phone: (813) 819-3400