Mitchell Kauffman

Managing Director

Mitchell Kauffman, as Managing Director, offers a broad, multifaceted approach to investment planning.

That the meadow is greener for I had passed, and no one need know so long as I know.” Though I am not sure from where this prose came, its message has long resonated as my personal statement of life purpose. To see the world just a little better for the contributions I have made, and to do so without the motivation of fanfare, seems the ultimate of selfless giving to which I aspire.

Mitchell earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.

Educational & Professional Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ certification (CFP®) Board of Certified Financial Planners
  • Master’s in Business Administration, Drucker Management Center, Claremont Graduate University
  • Bachelor’s in Business Economics and Political Science, The University of California, Santa Barbara
  • Life, Disability & Variable Agent, California Department of Insurance
  • Current and Former Adjunct Faculty: The University of California, Santa Barbara, Pasadena City College, Glendale Community College, Santa Barbara City College
  • Instructor, Credentialed California Community Colleges

CA Insurance License Number: 0749394. Resident State CA.

Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”

Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.

Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.