Who Do We Serve
Serving clients nearly 30 years …Since 1982 we have focused on helping individuals and business owners achieve a life well lived. Whether you are retired or contemplating retirement, a business owner or professional, a single independent woman, a corporate executive, or an affluent or suddenly affluent family or individual, we strive to create a warm yet professional environment for you to feel both confident about your financial future and at ease on an interpersonal basis.
Click on the appropriate link below to learn more about our approach:
Retired or contemplating retirement
Business Owners and Professionals
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
