Our Team
Mitchell Kauffman, Principal
Mitchell offers a broad, multifaceted approach to financial planning. His extensive educational and professional credentials are strong foundations to help him provide sound advice to his clients.
As a Certified Financial Planner™ he is qualified to address his clients’ needs, whether through developing a comprehensive financial plan or addressing specific issues such as investing, retirement planning, estate planning and/or insurance.
He abides by 9 Core Beliefs, conforms to a strict Code of Ethics, and functions as a fiduciary with the duty to act in the client’s best interest.
- Certified Financial Planner™ (CFP®) Board of Certified Financial Planners
- Master’s in Business Administration Drucker Management Center Claremont UN
- Bachelor’s in Business Economics and Political Science UC at Santa Barbara
- Registered Representative and Branch Manager Raymond James Financial Services, Inc.
- Life, Disability & Variable Agent California Department of Insurance
- Adjunct Faculty: UC Santa Barbara, Pasadena City
College, Glendale Community College, Santa Barbara City College - Instructor Credentialed California community colleges
- Licensed Agent CA Insurance
Aubrey Robertson – As Client Service Associate, Private Client Group (The Private Client Group is independent of RJFS)
Aubrey spearheads our “Service First” commitment with dedicated, proactive attention to all aspects of client accounts, including addressing specific account or investment questions, accessing on-line account information, and executing financial transactions. Prior to joining Kauffman Wealth Services, Aubrey worked for Thrivent Financial for Lutherans in Long Beach. She has over five years of successful operations management experience.
Aubrey has earned her Bachelor of Science Degree from California State University at Long Beach. She is also licensed with a Series 7, 66, as well as the Life, Health, and Variable Annuity Licenses.
Kevin Whitten — Client Services Manager,
Private Client Group
Kevin is a Certified Financial Planner™ and Chartered Financial Consultant®, and he holds Series 7, 66, and California insurance licenses. Prior to joining Kauffman Wealth Services, Kevin worked with Ameriprise as an Associate Financial Advisor.
To help provide clients with a superior, objective, long-term, “client-first” advisory relationship, Kevin is primarily responsible for event coordination, marketing and compliance. He handles all non-account related services for our valued clients.
Kevin holds a Bachelor of Science degree in Business Administration with an emphasis in finance from California State University at Northridge.
Outside Professionals
We often work with our clients’ existing advisors to assure total integration and provide seamless management of their financial picture. We also maintain relationships with a wide variety of Certified Public Accountants, Attorneys and Pension Plan Administrators (TPAs) that can be utilized as needed.
Discover how Kauffman Wealth Services’ extraordinarily personalized approach to financial planning and management can help you on the road to a Life Well Lived.
Pasadena: 626.795.6874
Santa Barbara: 805.969.5444
Toll Free: 866.467.8981
Email: contact us here
