Tom Gau

 Academy Trainer
Tom Gau, CFP®, CPA, MBA, Trainer for the APFA

Tom Gau, CFP®, CPA, MBA

Tom Gau began practicing as a Certified Financial Planner 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 achieve as a financial planner. He also has his BS & MBA degrees, and is a Certified Public Accountant.


Tom Gau’s Career Achievements

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 once again been featured as one of the “Top 100 Independent Financial Advisors” in Barron’s and Registered Representative once again in 2013. In fact, in 2013 he was once again ranked as “# 1 Financial Advisor in Oregon” by Barron’s.

Tom as an Educator

Tom Gau is also a renowned educator. He has been teaching the public since 1983 and through his popular and highly regarded public seminars, he is recognized as a uniquely knowledgeable and motivational speaker on topics relating to tax, estate planning, retirement income and financial planning, especially relating to retirement distributions.