Meet New Member: Tom Kleffman, Principal®

Meet New Member: Tom Kleffman, Principal®

November 24, 2021

Truckee Chamber of Commerce is pleased to welcome new member Tom Kleffman of Principal®. Tom focuses on offering financial strategies to individuals and families as they move through the different phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. He creates personalized financial plans for individuals and families to work towards achieving their financial goals. He also provides comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. As a member of his local community, Tom works to build strong relationships and provide exceptional service advising in:

  • Retirement and Financial Planning
  • Education Planning
  • LIfe Insurance & Disability Income Insurance
  • Business Protection & Succession
  • Key Employee Retention & Retirement
  • Group Benefits

Tom has his FINRA Series 7 & 66 securities registrations as well as his Life, Accident, Health, & Variable
Annuity Licenses (California Insurance license # 4129447). He graduated from California State University,
Chico with a bachelor’s degree in Business Administration with a focus on finance.

Tom enjoys spending time with his family, and time outdoors skiing, fishing, and golfing. In addition,
he spends time as a volunteer coach and board member for AYSO.

M: 530-500-6366| F: 844-295-8527
11327 Huntsman Leap, Truckee, CA 96161

Insurance products issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., 888/774-6267, Member SIPC. Principal National, Principal Life, the Preferred Product Network, and Principal Securities are members of the Principal Financial Group®, Des Moines, IA 50392. Tom Kleffman, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor. 1755085-082021

©2021 Principal Financial Services, Inc. Principal, Principal and symbol design and Principal Financial Group are trademarks and service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.