Press Releases

Financial Planning Course through SBCC

LOCAL WEALTH MANAGER, MITCHELL KAUFFMAN, OFFERS FREE COURSES ON FINANCIAL PLANNING IN A VOLATILE ECONOMY
Kauffman to provide tips on how to restore financial confidence and independence

SANTA BARBARA, CA (Sept 7, 2011) – Mitchell Kauffman, managing director of Santa Barbara-based Kauffman Wealth Services, will offer free courses called “Smart Financial Planning: How to Plan to Succeed” through Santa Barbara City College Continuing Education.
Continue Reading

Advisor Hall of Fame Selects Mitchell Kauffman Wealth Manager One of Five in U.S.

SANTA BARBARA, Calif., December 6, 2010—Wealth manager Mitchell E. Kauffman of Kauffman Wealth Services is one of five financial advisors in the U.S. named to the Advisor Hall of Fame for 2010 by Research magazine. The award has been presented to only 100 advisors over its 20-year history.

Mitch Kauffman in Select Financial Advisory Group – Pasadena

PASADENA, California, August 25, 2010 —Mitchell Kauffman of Kauffman Wealth Services was named to the Raymond James Financial Services Leader’s Council in recognition of outstanding client service and exemplary professional growth. He qualified out of more than 3,200 Raymond James financial advisors nationwide. Membership is based mainly on assets under management, education, credentials and fiscal [...]

Mitch Kauffman in Select Financial Advisory Group

SANTA BARBARA, California, August 25, 2010 —Mitchell Kauffman of Kauffman Wealth Services was named to the Raymond James Financial Services Leader’s Council in recognition of outstanding client service and exemplary professional growth. He qualified out of more than 3,200 Raymond James financial advisors nationwide. Membership is based mainly on assets under management, education, credentials and [...]

Mitchell Kauffman Speaker at Dermatologic Surgeons Conference

PASADENA, California, October 21, 2010—Mitchell Kauffman presented three financial seminars at the American Society for Dermatologic Surgery’s National Conference in Chicago on October 20, 2010. Kauffman’s sessions included information on disability protection, investments, asset protection and personal liability.

Kauffman Wealth Services Names Jennifer Wu As Operations Manager

PASADENA, California, January 24, 2011—Pasadena-based Kauffman Wealth Services, an independent investment consulting firm, has named Jennifer Wu to the position of operations manager. In her new role, Wu will spearhead client relations and the company’s “Service First” commitment with dedicated, proactive attention to all aspects of client accounts. Prior to joining Kauffman Wealth Services, Jennifer [...]

Kevin Whitten of Kauffman Wealth Services Achieves Certified Financial Planner™ Designation

PASADENA, Calif. (March 3, 2011)—Pasadena-based Kauffman Wealth Services, an independent investment consulting firm, announced today that Kevin Whitten, client services manager at the firm, has achieved the Certified Financial Planner™ designation. The Certified Financial Planner™ examination, is a rigorous, 10-hour test that includes over 100 financial planning topics such as retirement, estate, and investment planning. [...]