Kauffman Wealth Management

Specialties

Ours is a comprehensive Wealth Management relationship, founded on the notion of «exceptionally personalized service» and honed over 30 plus years of experience, to deliver precisely what clients may be seeking. As an independent, fee-​based firm, we assist individuals, families, independent women, business owners & professionals as well as retirees, to achieve financial confidence so they can focus on those things most important to them and achieve … «A Life Well Lived.»

History

Established in 1982.

Throughout his career, Mitchell’s work and accomplishments have been recognized in a variety of ways. Most recently, he was one of only five financial advisors in the U.S. named to the Advisor Hall of Fame for 2010 by Research magazine. This honor has been bestowed on only 100 advisors during its 20 year history. In 2009, Mitchell was recognized as one of three «Bear Market Stars» nationally by Registered Representative magazine in its August 2009 issue, for performance during the economic market downturn. He was also recognized as one of the top 500 Registered Investment Advisors nationally by Financial Advisor Magazine for 2011.

Mitchell’s academic credentials include an M.B.A. from the Claremont Graduate University, where he was honored to serve as a graduate fellow under the late Dr. Peter F. Drucker. He also earned a Certification in Financial Planning and Masters of Science from the College for Financial Planning in Denver, Colorado, as well as a B.A. in Business Economics

Meet the Business Owner

Mitchell E.

Business Owner

As managing director and owner of Kauffman Wealth Management, Mitchell Kauffman has been providing wealth management and financial advisory services to his clients for 30 years. With offices in Santa Barbara and Pasadena, Mitchell’s practice serves the needs of retirees, business owners, corporate executives and other professionals.

Mitchell is a Certified Financial Planner™ practitioner, with the skills, qualifications and experience to meet the diverse and dynamic needs of Kaufman Wealth Management clients — from comprehensive financial plans, to assistance with more specific objectives related to investing, retirement planning, estate planning and insurance.