Management Team

Thomas Wagstaff
twagstaff@ppandco.com

Mr. Wagstaff is a principal with Financial Planning Consultants, LLC, which along with its strategic alliances, Legacy Capital and Hillis Financial Services, provides consulting and investment management services to individuals. In addition to being a CPA Tom holds both Life Insurance and Securities licenses (Series 63 and 7).

Tom obtained his CPA credential in 1982, having joined PP&Co in 1980. He has worked on numerous projects for clients in a variety of industries, including the implementation of tax planning strategies, compensation planning and incentive stock option planning. In addition, he lectures extensively on real estate and options strategies and provides presentations and training sessions on income taxation to industry and professional organizations. Tom is also responsible for guiding the firm’s human resources department.

Tom is currently a member of the California CPA Society and the American Institute of Certified Public Accountants. He Has a Bachelor of Arts degree in Political Science from the University of California, Santa Cruz, a Bachelor of Science degree in Accounting from San Jose State University and he received his Masters in Business Administration in 1980 also from San Jose State University.

  • Services
    • Tax partner since 1994
    • Presentations and training sessions on income taxation to industry and professional organizations
    • Lectured extensively on real estate and options strategies
    • Director of PP&Co's Human Resources
    • Personal financial and estate planning
  • Professional Affiliations
    • American Institute of Certified Public Accountants
    • California Society of Certified Public Accountants
  • Education & Professional License
    • San Jose State University Bachelor of Science in Accounting
    • 1980 Masters in Business Administration, 1980
    • University of California, Santa Cruz Bachelor of Arts in Political Science, 1976
    • Certified Public Accountant, State of California, 1982
    • Life Agent
    • Securities License (Series 63 and 7), securities registrations held with NFP
Buddy Goldestone
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CALCPA
AICPA

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