An Exclusive Group of Dedicated Advisors
Members of the Academy are dedicated to offering superior client services and have committed to advancing their financial services education.
Active members of the Academy of Preferred Financial Advisors are part of an exclusive group of dedicated financial advisors. This group consists of individuals and practices that offer the highest level of financial advice and service for their clients.
Academy members receive education and are kept current on new and relevant information and changes in key areas of financial planning that help clients, including:
- Protection Planning
- Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
Academy members attend six full days of educational sessions and a regular series of webinars. All Academy members earn over 30 hours of qualified continuing education each year. Their goal is to provide a superior level of client services that includes regular client communication. Academy members provide monitoring and reviewing of your specific financial situation in order to help you achieve your long-term financial goals.
Academy members are trained by our highly qualified team, including:
AFPA’s Founder, Ken Unger, is a highly-respected industry veteran. With over 30+ years of experience, he is known throughout the financial industry for his knowledge, enthusiasm and high energy level. He is recognized as one of the industry’s most experienced and respected coaches of high-level financial professionals.
Ken has been featured and quoted in the financial media and press, including The Wall Street Journal and Morningstar Advisor. His book, “The Keys to High Level Production” is one of the financial community’s best-selling books. His past experience includes tenures as a senior officer of Boston Capital and Shearson Lehman Hutton. Ken is a graduate of Cornell University. Read more…
Tom Gau began practicing as a Certified Financial PlannerTM since 1984. In 1987, he formed Kavesh & Gau, Inc. which grew to be the largest full service, independent financial planning firm in Southern California. Now residing in Ashland, Oregon, Tom was President of Retirement Planning Specialists, Inc., a Registered Investment Advisory Firm, which specializes in helping people who are either retired or about to retire.
Tom has earned just about every degree and accolade you can expect of a financial planner. He also has his BS & MBA degrees, and is a Certified Public Accountant.
Tom has received many distinct national honors during his career. He has been consistently selected as one of “America’s Top 50 Financial Advisors” in Registered Rep Magazine since 2001, and one of America’s top advisors in the “Winner’s Circle”, as seen in Barron’s and Research Magazine. He was also named one of “America’s Top Financial Planners” by Consumer’s Research Council of America, and one of “The Best Financial Advisors in the United States” from The Best of the U.S. Tom has consistently been featured as one of the “Top 100 Independent Financial Advisors” in Barron’s and Registered Representative. Read more…
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has recently been quoted in The New York Times in an article titled: “The 1040 Blues” where he provided insight on capital gains tax. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute. Read more…
Chad is President of Retirement Planning Specialists. He is a Certified Financial Planner and a Registered Representative offering securities through SagePoint Financial, Inc.
Chad also holds Series 6, 7, 24, 63 and 66 securities registrations. Read more…