Tom Kawasaki, Pl.Fin, CFP®

Tom began his financial planning career over 25 years ago. After earning his Financial Planner (Pl.Fin.) and Certified Financial Planner (CFP) designations, he built extensive experience advising incorporated business owners and professionals on all aspects of their financial lives.

For the last 10 years at CDSPI, Tom has focused specifically on providing comprehensive financial planning to dentists and their families. His deep understanding of the unique financial needs of dental professionals has allowed him to help clients navigate the complexities that come with professional incorporation, wealth accumulation, retirement planning, and the transition of their practices and estates.

Tom takes a holistic approach to financial planning, bringing together investment, tax, retirement, estate, and insurance strategies into one coordinated plan. His goal is to simplify complex financial decisions and help clients build, protect, and ultimately transition their wealth with confidence.

Tom and his wife have two wonderful daughters. Outside of work, he enjoys playing golf, cycling, and collecting vintage watches.