Kelly Hejtmancik, ARPC, CLTC®, LUTCF®

Partner/Financial Advisor

Language Spoken
English

Degree
Bachelor's of Arts (Economics)

Bio

Kelly Hejtmancik’s passion and dedication is to work with families in helping them build, protect, and preserve their assets.  His focus is helping his clients minimize taxes, minimize risk, and maximize savings. His ultimate goal is to give every client and their family the peace of mind of knowing their financial and insurance affairs are in order for the future. 

Kelly serves as a Financial Advisor with Strategic Financial Group in the Greater Houston Area. 

Kelly attended and graduated with a B.A. in the top percentage of his class in 2002 at Rice University in Houston, TX. After Graduating Rice University, he was hired directly from his internship to became one of the Top Financial Advisor’s at New York Life. He successfully served over 2,000 clients in his book of business since 2002.  He received several honors while working at New York Life, such as Houston’s National Association of Insurance and Financial Advisor’s Rising Star Award, Rookie of the Year, Career Success, Career Life Producer, Life Foundation Awards, National Life Paid Case Leader Eagle Award, and Long-Term Care Circle of Champions. 

Since 2006, Kelly Hejtmancik has been a qualifying and lifetime member of the Million Dollar Round Table. 

Professional Designations: 

  • The SPARK Accredited Retirement Plan Specialist (ARPS) designation is awarded to recordkeeping and administrative professionals who have demonstrated the knowledge required to help employers administer plans that enable employees to effectively save and plan for retirement.  
  • CLTC – Certification in Long-Term Care  
  • LUTCF – Life Underwriter Training Council Fellow 

Kelly Hejtmancik’s favorite quote he preaches and lives by is from Gandhi, “BE THE CHANGE THAT YOU WANT TO SEE IN THE WORLD!!”. 

Friendswood Chamber of Commerce
Pearland Chamber of Commerce
League City Chamber of Commerce
Bo’s Place
Lighthouse Charity Group

National Association of Insurance and Financial Advisors
Qualifying and Lifetime Member of the Million Dollar Round Table

Area of Focus

Insurance Strategies
Investment Strategies

License

FINRA's Broker Check

brokercheck.finra.org/individual/summary/4535262

Members Licences and Disclosures

Group Life and Health Insurances, Series 63, Series 6, Series 7, Series 66