is the industry’s leading and most respected provider of comprehensive practice management solutions for financial advisors.
Our mission at The Academy of Preferred Financial Advisors is to help our members achieve the vision they have for their practice through educating them on how to increase their overall production while managing their practice in an efficient and time effective manner.
Members of the Academy are part of an exclusive group of dedicated individuals and practices that offer the highest level of financial advice and service for their clients.
A comprehensive training program for mid- to high-level advisors. The Exclusive Coaching Program’s proven systems and customized advice bring empirical results for its members.
The systems taught by the Academy are based on the real-world, time-proven and tested techniques of an active and thriving financial advisory practices. For nearly 20 years, we have had the good fortune of working with several hundred of the industry’s finest advisors and producers.
The Academy is committed to sharing with all members not just the theory behind these proven systems, but the implementation necessary to boost their production and allow them more free time to do the things they enjoy!
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.
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, 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 is President of Retirement Planning Specialists. He is a Certified Financial Planner and a Registered Representative offering securities through SagePoint Financial, Inc.
