Kalita Blessing, CFP®, CAP®, AEP®
Kalita Blessing is a principal at Quest. She joined Quest in 1993 and was named partner in 1999. She is Quest Capital Management’s leading wealth advisor* and has over 20 years’ experience helping families manage and preserve their wealth, as well as assisting to meet their philanthropic goals to maximize impact in the community at large.
A fifth-generation Texan and Dallas native, Kalita is an active member of professional and civic organizations in Dallas and shares her passion for giving back through philanthropy with her clients. In order to enhance her knowledge of charitable giving, Kalita participated in the first Dallas pilot program for Chartered Advisor in Philanthropy® (CAP®), which provided a vigorous curriculum of education in philanthropic planning. Kalita now works with the some of the children and grandchildren of her original clients, and her goal is to help them further their giving in creative and thoughtful ways.
Since 40% of her clients are women, Kalita has a particular passion in helping empower women to better understand their financial affairs. Whether they are divorced or widowed, Kalita understands the complex issues they face and assists clients in transition wherever they are in the spectrum. In addition, Kalita is encouraging more women to enter the financial planning field. She and a group of colleagues are focusing on helping women who want to change careers and enter the industry.
*based on assets under management
*based on assets under management
Achievements in Philanthropy
- Dallas Women’s Foundation, Power of the Purse Advisor and Philanthropist Award - 2013: Power of the Purse© is given annually to a woman who has made a significant difference in women’s lives through charitable contributions and has provided leadership and support of women’s issues. Philanthropist Award is given to a wealth advisor who empowers individuals to make a meaningful impact on the community through philanthropic investments.
Professional and Community Commitment
- Former President, Dallas Estate Planning Council
- Co-Chair, Advisory Board of the Dallas Women’s Foundation
- President, Women’s Leadership Alliance
- Member, Advisory Committee, Society of St. John the Evangelist monastery in Cambridge, Massachusetts
Honors & Rankings
- Forbes’ 2018 list of Best-In-State Wealth Advisors *
- Financial Times’ 2017 list 400 Top Financial Advisers**
- Barron’s 2017 Top 100 Women Financial Advisors***
- Forbes’ 2017 list of America’s Top 200 Women Advisors****
- D Magazine, Top Wealth Managers: 2017*****
Education and Professional Credentials
- Bachelor of Arts in international policy studies, Dartmouth College
- The Hockaday School, Dallas
- Certified Financial Planner™ professional
- Chartered Advisor in Philanthropy®
- Accredited Estate Planner®
- Licensed through the Texas Department of Insurance
Out of the Office
Married to Edward W. Blessing, Kalita enjoys traveling and playing tennis.
Meet Kalita's Team
*Forbes’ 2018 list of Best-In-State Wealth Advisors: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying clients objectives and lack of audited data. Out of 21, 138 advisors nominated by their firms, 2,213 received the award. Neither Forbes, nor SHOOK receive a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.
**The FT 400 was developed in collaboration with Ignites Research, a subsidiary of the FT that provides specialized content on asset management. To qualify for the list, advisers had to have 10 years of experience and at least $300 million in assets under management (AUM) and no more than 60% of the AUM with institutional clients. The FT reaches out to some of the largest brokerages in the U.S. and asks them to provide a list of advisors who meet the minimum criteria outlined above. These advisors are then invited to apply for the ranking. Only advisors who submit an online application can be considered for the ranking. In 2017, roughly 790 applications were received and 400 were selected to the final list (50.6%). The 400 qualified advisers were then scored on six attributes: AUM, AUM growth rate, compliance record, years of experience, industry certifications, and online accessibility. AUM is the top factor, accounting for roughly 60-70 percent of the applicant's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of advisors from any one state that's roughly correlated to the distribution of millionaires across the U.S. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. The FT is not affiliated with Raymond James.
***Barron's “Top 100 Women Financial Advisors,” 2017 Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
****Forbes America's Top 200 Women Advisors:
The Forbes ranking of America's Top 200 Women Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of women wealth advisors with a minimum of seven years of experience. Ranking algorithm is based on quality of practice, including: telephone and in-person interviews, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC which does not receive compensation from the advisors or their firms in exchange for placement on the ranking. Research Summary (as of February 2017): 13,174 nominations were received, based on thresholds (2,723 women). 4,000 Advisors were invited to complete the online survey. 3,980 Advisors were interviewed by telephone. 716 Advisors were interviewed in-person at the Advisors' location. Final list of the top 200 Advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
*****D Magazine, Top Wealth Managers: 2017: We asked every wealth management firm and team in Dallas-Fort Worth Chapter of Financial Planning Association®, Chartered Financial Analyst Association®, and the Investment Management Consultants Association® to tell us about their practice. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $50 million; average assets under management per client of at least $750,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and been in existence for at least five years. They must hold themselves out as a fiduciary for their clients and provide them with the required DOL fiduciary disclosure. A panel of esteemed local wealth managers reviewed the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the Top Wealth Managers list. Inclusion on the list is no guarantee as to future investment success and may not be representative of individual clients’ experience. Out of the 50 that applied, 25 firms and teams were selected. Raymond James is not affiliated with D Magazine. The inclusion of the financial advisor on the list should not be construed as an endorsement of the financial advisory practice by D Magazine. Neither Raymond James nor any of its’ Financial Advisors pay a fee in exchange for this award/rating. Out of the 50 that applied, 25 firms and teams were selected.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.