wealth manager principal at congress wealth management llc@ Congress Wealth Management, LLC
Washington, District Of Columbia, United States
David Kauffman, JD, CFP®
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Widener University-Harrisburg Campus
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FlashIntel GPTDavid Kauffman, JD, CFP(r) is a highly experienced wealth management professional with over 21 years of work experience. He specializes in asset management, financial planning, retirement planning, investments, and wealth management. Based in the United States, David has worked at Congress Wealth Management, LLC as a Wealth Manager and Principal, focusing on guiding clients through comprehensive financial planning, risk managed portfolio management, and estate plan implementation. He has also held positions at Morgan Stanley and Morgan Stanley, gaining expertise in financial advisory and advisory services.
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Emails and Phone Numbers
About
After working as an attorney in my early career, I have applied my legal background into a wealth management career where I focus on guiding clients through a holistic process that combines comprehensive financial planning, risk managed portfolio management, and estate plan implementation to help them achieve their financial goals.
Work Experience
wealth manager principal at congress wealth management llc
Wealth Manager | Principal
Financial Services
David Kauffman, JD, CFP®'s Professional Milestones
- Wealth Manager, Partner (2007-02-01~2021-05-01): Secured major client investments by implementing strategic financial planning and consulting.
- Financial Advisor (2002-05-01~2003-05-01): Provided comprehensive financial analysis to meet clients' needs and maximize their cash flow.
Education
Skill
Asset Management
Financial Planning
Retirement Planning
Retirement
Investments
Wealth Management
Estate Planning
Portfolio Management
Investment Advisory
Investment Management
Strategic Financial Planning
Financial Advisory
Series 7
Estate Tax Planning
Wealth Preservation Planning
Certified Financial Planner
Personal Finance
Asset Allocation
Financial Planners
Asset Managment
Charitable Gift Planning
Personal Financial Planning
Business Planning
Certification
Colleagues
Kelly Wright, CFP®
Director of Wealth Management
Erin Wendell
Chief Financial Officer
Sean Dillon, CMT, CFTe
senior vice president of investment strategy at congress wealth management llc
David Costigan
senior vice president at congress wealth management llc
Richard Barrett
Chief Investment Officer Partner
Other Named David Kauffman, JD, CFP®
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David Kauffman, JD, CFP® works for Congress Wealth Management, LLC
David Kauffman, JD, CFP®'s role in Congress Wealth Management, LLC is wealth manager principal at congress wealth management llc
David Kauffman, JD, CFP® works in the industry of Financial Services
David Kauffman, JD, CFP®'s colleagues are Kelly Wright, CFP®,Erin Wendell,Sean Dillon, CMT, CFTe
David Kauffman, JD, CFP®'s latest job experience is wealth manager principal at congress wealth management llc at Congress Wealth Management, LLC
David Kauffman, JD, CFP®'s latest education in Widener University-Harrisburg Campus
