Kauffman Wealth Management Scorecard

Company Name	Kauffman Wealth Management
Facility Address	140 S Lake Ave #307 Pasadena CA 91101
Phone Number	(626) 346-0303
Alt Phone Number
Office Hours
Email Contact	Send an email to this Company

Areas Served	San Gabriel Valley incl. Pasadena CA & Pomona Valley incl. Pomona CA
Owners	Mitchell Kauffman, CFP
Owner’s Years in Industry	42
Number of Employees	5
Licensing	State License #0749394
Insurance	Errors & Omissions Insurance With LEXINGTON INSURANCE CO. Policy No. 01-812-53-05
Insurance
Insurance
Education Credentials	Masterâ€™s in Business Administration Drucker Management Center Claremont Graduate University, Bachelorâ€™s in Business Economics and Political Science The University of California, Santa Barbara
Certifications & Memberships	Prime Buyer’s Report TOP 10, CFP (Certified Financial Planner), FPA (Financial Planning Association)
Awards	Top 25 Wealth Management Firms – Pacific Coast Business Times :: Top 500 RIAs – Financial Advisor Magazine :: Advisor Hall of Fame – Research Magazine
Area of Expertise	financial advisors, retirement planners, investment advisors
Key Equipment
Customers Served per Year	110
Type of Customers	families & individuals, retirees, independent women, corporate executives, business owners & professionals
Warranties & Guarantees
Pricing	Fee-based advisory firm
Credit Cards Accepted
Financing