At our firm, we have the client—and only the client—in mind.

Happy family

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Carl Kaliszewski headshot

Carl Kaliszewski

Founder & Managing Partner
carlk@511financial.com
508-949-8500

Known for his memorable and signature “Cowboy” hat, Carl understood early in his career the importance of helping individuals, families and small businesses take a holistic approach to plan, create and preserve financial, legacy and succession strategies without being held captive to one particular firm’s views, products or sell-list.

In order to put the needs of his clients front and center, Carl established his own independent advisory firm known today as Five Eleven Financial, to ensure he could deliver ideas and market offerings that help fit each client's specific lifestyle goals and needs.  Carl measures success not by a dollar value but rather by the volume of referrals sent to him and the longevity of the relationships he has maintained with his clients over time.

Carl’s passion to help others extends in his support of a number of philanthropic and community organizations. Carl is always happy to help out the communities he serves.

Carl earned a BBA degree with a focus in Marketing from the University of Massachusetts – Amherst.  He is also a graduate of the Greico Wall Street Academy and continues to pursue certifications and licenses in his field.

Carl believes in maintaining the highest standards of integrity and professionalism in all client engagements – doing what’s right and delivering the best tools and resources to help them see the bigger picture to make informed decisions that align with their values and goals.  He loves what he does and understands the challenges individuals and families face today – from managing debt – to saving for college – to retirement to unexpected emergencies – these challenges can be overwhelming.  He’s committed to utilizing all of the best resources to help clients navigate any life event or market nuances.

In his spare time, Carl enjoys “life at the lake,” Martha’s Vineyard, and traveling with his wife Ann, as well as fishing and hanging out with good friends.   

Francis (Babe) Patriarca

Financial Advisor
babep@511financial.com
508-949-8500

Francis Patriarca, known to family, friends and colleagues as “Babe,” is a financial advisor guided by a set of unwavering principles:  honesty, integrity, kindness and respect.  These values are his beacon to serving clients with whom he has built lasting relationships over the course of his career - relationships he treats and views as family. Babe’s extensive knowledge and experience pivoting the complex financial landscape gives him unique perspective that he brings to clients to ensure they have the necessary tools and insights to navigate not only their financial future, but that of subsequent generations.

Babe loves sports – somewhat of a fanatic - who is often found taking in a game, shooting hoops on a basketball court or perfecting his swing on the golf course.  However, his love of family is his greatest passion of all – cherishing the moments he spends and the memories he makes with his wife Ellen, his daughters and grandchildren.

Babe is also an avid cook and enjoys sharing his culinary skills with others - often catering family gatherings and even making his famous Pizza for client events.   Whether serving up a gourmet meal or providing financial guidance, Babe approaches every endeavor with passion, dedication and thoughtful care.

With guiding principles and a staunch commitment to excellence in both his personal and professional life, Babe continues to inspire those around him, proving that success is more about fostering relationships with the diverse group of people he’s had the good fortune of encountering and helping along the way.

Karyssa Thompson

Office Manager
karyssat@511financial.com
508-949-8500

Karyssa Thompson is a recent graduate of Southern New Hampshire University, where she earned her bachelor's degree in finance. With a passion for helping others, Karyssa plays a vital role in client relations, assisting with appointment bookings, servicing accounts, and managing office communications.

Eager to advance her career, Karyssa is dedicated to obtaining her investment licenses within the next year, with the goal of becoming an investment advisor. She believes in the mantra, "If you can dream it, you can do it," which inspires her both personally and professionally.

Outside of work, Karyssa enjoys spending quality time with friends and family, exploring new destinations, and embracing the great outdoors through hiking and biking adventures—often with her beloved dog, Toby, by her side. She also finds joy in baking delicious treats to share with her loved ones, making every gathering a little sweeter.

Karyssa's enthusiasm for life and commitment to her clients make her an invaluable asset to the team, and she looks forward to the exciting opportunities ahead.