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.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitchell is qualified to address clients’ needs, whether through developing a comprehensive investment plan or addressing specific issues within investing, retirement planning, estate planning and risk management/insurance. His extensive educational and professional credentials are strong foundations to provide clients with sound advice.
Mitchell abides by 5 Core Beliefs that constitutes a strict Code of Ethics, and functions as a fiduciary (for Advisory clients only) with the duty to act in his clients’ best interest.
Educational & Professional Qualifications:
CA Insurance License Number: 0749394. Resident State CA.
Despite market volatility and economic uncertainty, clients can achieve their financial objectives and enjoy a “Life Well Lived.”
Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.
Discover how KWM’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.