Academy Member Training

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:

Ken Unger
Ken Unger
Founder
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.
Thomas B. Gau
Thomas B. Gau
CPA, CFP®
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.
Robert S. Keebler
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
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.
Chad Smith
Chad Smith
CFP®
Chad is President of Retirement Planning Specialists. He is a Certified Financial Planner and a Registered Representative offering securities through SagePoint Financial, Inc.