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Financial Planning Retirement in Pasadena:- Don’t let the term ‘retirement’ steal all the enjoyments and satisfaction of leading a happy life from you by having retirement financial planning with the help of a consultant of Kauffman Wealth Management. What differentiates our approach is our proactive service that strives to address service issues before they arise.

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Financial Planning Retirement in Pasadena:- Don’t let the term ‘retirement’ steal all the enjoyments and satisfaction of leading a happy life from you by having retirement financial planning with the help of a consultant of Kauffman Wealth Management. What differentiates our approach is our proactive service that strives to address service issues before they arise.

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Given longer life spans, many of us could look forward to 25 plus years of retirement. If inflation averages just 4%, you will need three times the income at that time to support the same lifestyle that you have today. How can we accomplish that?

For over 30 years we have helped our clients realize their financial dreams with our client-first, personalized comprehensive services.As you explore options for your financial advice, we invite you to consider our " 2 Opinion " program for a complete unbiased review of your financial program.We are one of the few advisors that offer a fully articulated playbook " Are You On Track?Your A-Z Retirement Resource " which you are welcome to review.

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Given longer life spans, many of us could look forward to 25 plus years of retirement. If inflation averages just 4%, you will need three times the income at that time to support the same lifestyle that you have today. How can we accomplish that?

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California Financial Advisors:- Don’t want not even a single mistake while financial planning? Well, since it’s a tough job, accommodate your needs with the help of financial advisors of Kauffman Wealth Management in California. Our core values are to guide principles to treat our clients with our objectivity, integrity, passion and honesty.

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California Financial Advisors:- Don’t want not even a single mistake while financial planning? Well, since it’s a tough job, accommodate your needs with the help of financial advisors of Kauffman Wealth Management in California. Our core values are to guide principles to treat our clients with our objectivity, integrity, passion and honesty.

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Mitchell Kauffman as Managing Director offers a broad, multifaceted approach to financial planning.

"That the meadow is greener for I had passed, and no one need know so long as I know." Though I am not sure from where this prose came, its message has long resonated as my personal statement of life purpose. To see the world just a little better for the contributions I have made, and to do so without the motivation of fanfare, seems the ultimate of selfless giving to which I aspire.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitchell is qualified to address clients' needs, whether through developing a comprehensive financial plan or addressing specific issues within investing, retirement planning, estate planning and risk management/insurance. His extensive educational and professional credentials are strong foundations to provide clients with sound advice.

Mitchell abides by 5 Core Beliefs that constitutes a strict Code of Ethics, and functions as a fiduciary with the duty to act in his clients' best interests.
Educational & Professional Qualifications: Click Here for Complete Biography Charlotte Flanagan- Office Manager
Charlotte joined Kauffman Wealth Management in June of 2017 and oversees all aspects of client account services. She is the direct liaison for client relations and is committed to delivering our core value of exceptionally personalized service. Prior to joining KWM, she held positions with JPMorgan Chase Bank, Northwestern Mutual, and most recently, Bernstein Private Wealth Management. During her seven years in the financial services industry, Charlotte has developed a passion for client service excellence and the operational aspects of the business.

Charlotte earned her Bachelors of Science degree from the University of La Verne. She holds Series 7 and 63 registrations, a CA Life Insurance license, and is a Notary Public. In her free time, Charlotte enjoys volunteering with a number of local non-profit organizations, including Peace Over Violence, Big Brothers/Big Sisters of Greater Los Angeles, and Inside Out Writers. She also enjoys hiking in national parks and traveling.
Robert Roesener- Registered Associate
Robert supports our team's analytical research oversight, a crucial activity that helps assure account and transaction accuracy. In doing so he delivers valuable assistance to both our Operations and Client Service groups, with a focus on research, investment monitoring and internal account maintenance.

Originally from Honolulu, HI, Robert earned his Bachelors in Economics from Loyola Marymount University with an emphasis in International Finance and graduated as a member of Omicron Delta Epsilon, the International Economics Honor Society. Robert has completed the Personal Financial Planning program at UCLA and will sit for the upcoming CFP® exam. He holds a Series 7 Registration. Prior to joining Kauffman Wealth Management, Robert worked with a local financial advisor and investment management firm. Robert's experiences in both school and his working career has led him to strongly believe in the concept that "Planning is bringing the future into the present so that you can do something about it now." Financial planning offers a solution to one of the most important concerns facing individuals- the knowledge that one's financial future is in order.

While not in the office, Robert enjoys surfing and is an avid Cross Fit athlete.
Ekaterina "Katrina" Sable- Registered Associate
Katrina joined Kauffman Wealth Management in early 2016 and supports research and analysis, operations and client service. Dedicated to offering the highest standards of service, she works diligently to help our clients plan for their future, and ultimately enhance their lives today.

She earned a Master of Science in Economics from Baikal National University of Economics and Law in Chita, Russia, with advanced standing in Mathematics.

Katrina holds Series 7 and 66 registrations and a CA Insurance license. She is currently working toward earning a Chartered Financial Analyst (CFA) designation.

Originally from Russia, Katrina moved to United States at the age of 21 to pursue a career in finance. She spent several years in marketing prior to joining Kauffman Wealth Management. In her spare time, Katrina enjoys staying active, hiking and playing tennis with her husband, Wayne.
Kelly Smith- Administrative Assistant
Kelly spearheads our "Service First" commitment with dedicated, proactive attention to all aspects of client accounts, operations and compliance. She handles non-account related services for our valued clients, manages operations and oversees compliance. Prior to her move to Santa Barbara in 2007, Kelly worked as an Administrative Assistant at Kauffman Wealth Management. Since then, she has worked as a Marriage and Family Therapist Intern and later as Admissions Director for an independent school in Santa Barbara. She relocated back to Pasadena in 2014 and re-joined the KWM team. Kelly is delighted to be a part of such a supportive, enthusiastic, experienced team. As Helen Keller said, "Alone we can do so little; together we can do so much."

Kelly earned her Bachelor of Arts Degree from University of California, Santa Barbara and her Master of Arts in Marriage and Family Therapy from Pacific Oaks College. She lives in Pasadena with her husband, Jeremy, their two daughters, a cat named Buddy, an 85-year old desert tortoise, and three fish.

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.

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Mitchell Kauffman as Managing Director offers a broad, multifaceted approach to financial planning. "That the meadow is greener for I had passed, and no one need know so long as I know." Though I am not sure from where this prose came, its message has long resonated as my personal statement of life purpose.

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Retirement Financial Planners:- Do you need financial advice for life after retirement? Don’t let the term ‘retirement’ steal your happiness by consulting retirement financial planners of Kauffman Wealth Management. For over 30 years, we have helped our clients realize their financial dreams with our client-first, personalized comprehensive services.

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Retirement Financial Planners:- Do you need financial advice for life after retirement? Don’t let the term ‘retirement’ steal your happiness by consulting retirement financial planners of Kauffman Wealth Management. For over 30 years, we have helped our clients realize their financial dreams with our client-first, personalized comprehensive services.

# data[].attributes.attachment_link.readable_text
Given longer life spans, many of us could look forward to 25 plus years of retirement. If inflation averages just 4%, you will need three times the income at that time to support the same lifestyle that you have today. How can we accomplish that?

For over 30 years we have helped our clients realize their financial dreams with our client-first, personalized comprehensive services.As you explore options for your financial advice, we invite you to consider our " 2 Opinion " program for a complete unbiased review of your financial program.We are one of the few advisors that offer a fully articulated playbook " Are You On Track?Your A-Z Retirement Resource " which you are welcome to review.

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Given longer life spans, many of us could look forward to 25 plus years of retirement. If inflation averages just 4%, you will need three times the income at that time to support the same lifestyle that you have today. How can we accomplish that?

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Investment Firms in California:- Planning an investment? If so, chances are you are feeling like little puzzled. Get rid of all doubts and enjoy a happening investment by hooking up with Kauffman Wealth Management, one of the prominent investment firms in California. Our mission is to deliver a superior, objective, long-term “client-first” advisory relationship.

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Investment Firms in California:- Planning an investment? If so, chances are you are feeling like little puzzled. Get rid of all doubts and enjoy a happening investment by hooking up with Kauffman Wealth Management, one of the prominent investment firms in California. Our mission is to deliver a superior, objective, long-term “client-first” advisory relationship.

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Retirement Financial Advisors:- Don’t let your preparation for retired life lead to limited finance with the help of retirement financial advisors of Kauffman Wealth Management. Since 1982 we have focused on helping individuals and business owners achieve a life well lived.

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Retirement Financial Advisors:- Don’t let your preparation for retired life lead to limited finance with the help of retirement financial advisors of Kauffman Wealth Management. Since 1982 we have focused on helping individuals and business owners achieve a life well lived.

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Given longer life spans, many of us could look forward to 25 plus years of retirement. If inflation averages just 4%, you will need three times the income at that time to support the same lifestyle that you have today. How can we accomplish that?

For over 30 years we have helped our clients realize their financial dreams with our client-first, personalized comprehensive services.As you explore options for your financial advice, we invite you to consider our " 2 Opinion " program for a complete unbiased review of your financial program.We are one of the few advisors that offer a fully articulated playbook " Are You On Track?Your A-Z Retirement Resource " which you are welcome to review.

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Given longer life spans, many of us could look forward to 25 plus years of retirement. If inflation averages just 4%, you will need three times the income at that time to support the same lifestyle that you have today. How can we accomplish that?

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Financial Planning Advice:- Everyone has a wish to strengthen their finances. So, if you too have, you’re not alone. But you can boost your finances more easily by having financial planning advice from Kauffman Wealth Management. We believe in maximizing investment returns consistent with minimizing risk according to each client’s unique needs and risk tolerance.

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Financial Planning Advice:- Everyone has a wish to strengthen their finances. So, if you too have, you’re not alone. But you can boost your finances more easily by having financial planning advice from Kauffman Wealth Management. We believe in maximizing investment returns consistent with minimizing risk according to each client’s unique needs and risk tolerance.

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Kauffman Wealth Management - Kauffman Wealth Management

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Discover how Kauffman Wealth Management's extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.

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California Retirement Program:- Don’t let the door of compromise and limitation open after retirement by taking advantages of retirement program from Kauffman Wealth Management in California. We drive our actions and assure we are keeping our client-first focus by relationship emphasis, proactive service, managing risk and long term holistic perspective.

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California Retirement Program:- Don’t let the door of compromise and limitation open after retirement by taking advantages of retirement program from Kauffman Wealth Management in California. We drive our actions and assure we are keeping our client-first focus by relationship emphasis, proactive service, managing risk and long term holistic perspective.

# data[].attributes.attachment_link.readable_text
Given longer life spans, many of us could look forward to 25 plus years of retirement. If inflation averages just 4%, you will need three times the income at that time to support the same lifestyle that you have today. How can we accomplish that?

For over 30 years we have helped our clients realize their financial dreams with our client-first, personalized comprehensive services.As you explore options for your financial advice, we invite you to consider our " 2 Opinion " program for a complete unbiased review of your financial program.We are one of the few advisors that offer a fully articulated playbook " Are You On Track?Your A-Z Retirement Resource " which you are welcome to review.

# data[].attributes.attachment_link.description
Given longer life spans, many of us could look forward to 25 plus years of retirement. If inflation averages just 4%, you will need three times the income at that time to support the same lifestyle that you have today. How can we accomplish that?

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Financial Planner California:- Managing money and using it in an investment is a decision which finalizes after thinking a lot of times. This’s why it is important to have a reliable financial planner on your side who works as a financial guider for you, just like we at Kauffman Wealth Management in California do.

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Financial Planner California:- Managing money and using it in an investment is a decision which finalizes after thinking a lot of times. This’s why it is important to have a reliable financial planner on your side who works as a financial guider for you, just like we at Kauffman Wealth Management in California do.

# data[].attributes.attachment_link.readable_text
Mitchell Kauffman as Managing Director offers a broad, multifaceted approach to financial planning.

"That the meadow is greener for I had passed, and no one need know so long as I know." Though I am not sure from where this prose came, its message has long resonated as my personal statement of life purpose. To see the world just a little better for the contributions I have made, and to do so without the motivation of fanfare, seems the ultimate of selfless giving to which I aspire.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitchell is qualified to address clients' needs, whether through developing a comprehensive financial plan or addressing specific issues within investing, retirement planning, estate planning and risk management/insurance. His extensive educational and professional credentials are strong foundations to provide clients with sound advice.

Mitchell abides by 5 Core Beliefs that constitutes a strict Code of Ethics, and functions as a fiduciary with the duty to act in his clients' best interests.
Educational & Professional Qualifications: Click Here for Complete Biography Charlotte Flanagan- Office Manager
Charlotte joined Kauffman Wealth Management in June of 2017 and oversees all aspects of client account services. She is the direct liaison for client relations and is committed to delivering our core value of exceptionally personalized service. Prior to joining KWM, she held positions with JPMorgan Chase Bank, Northwestern Mutual, and most recently, Bernstein Private Wealth Management. During her seven years in the financial services industry, Charlotte has developed a passion for client service excellence and the operational aspects of the business.

Charlotte earned her Bachelors of Science degree from the University of La Verne. She holds Series 7 and 63 registrations, a CA Life Insurance license, and is a Notary Public. In her free time, Charlotte enjoys volunteering with a number of local non-profit organizations, including Peace Over Violence, Big Brothers/Big Sisters of Greater Los Angeles, and Inside Out Writers. She also enjoys hiking in national parks and traveling.
Robert Roesener- Registered Associate
Robert supports our team's analytical research oversight, a crucial activity that helps assure account and transaction accuracy. In doing so he delivers valuable assistance to both our Operations and Client Service groups, with a focus on research, investment monitoring and internal account maintenance.

Originally from Honolulu, HI, Robert earned his Bachelors in Economics from Loyola Marymount University with an emphasis in International Finance and graduated as a member of Omicron Delta Epsilon, the International Economics Honor Society. Robert has completed the Personal Financial Planning program at UCLA and will sit for the upcoming CFP® exam. He holds a Series 7 Registration. Prior to joining Kauffman Wealth Management, Robert worked with a local financial advisor and investment management firm. Robert's experiences in both school and his working career has led him to strongly believe in the concept that "Planning is bringing the future into the present so that you can do something about it now." Financial planning offers a solution to one of the most important concerns facing individuals- the knowledge that one's financial future is in order.

While not in the office, Robert enjoys surfing and is an avid Cross Fit athlete.
Ekaterina "Katrina" Sable- Registered Associate
Katrina joined Kauffman Wealth Management in early 2016 and supports research and analysis, operations and client service. Dedicated to offering the highest standards of service, she works diligently to help our clients plan for their future, and ultimately enhance their lives today.

She earned a Master of Science in Economics from Baikal National University of Economics and Law in Chita, Russia, with advanced standing in Mathematics.

Katrina holds Series 7 and 66 registrations and a CA Insurance license. She is currently working toward earning a Chartered Financial Analyst (CFA) designation.

Originally from Russia, Katrina moved to United States at the age of 21 to pursue a career in finance. She spent several years in marketing prior to joining Kauffman Wealth Management. In her spare time, Katrina enjoys staying active, hiking and playing tennis with her husband, Wayne.
Kelly Smith- Administrative Assistant
Kelly spearheads our "Service First" commitment with dedicated, proactive attention to all aspects of client accounts, operations and compliance. She handles non-account related services for our valued clients, manages operations and oversees compliance. Prior to her move to Santa Barbara in 2007, Kelly worked as an Administrative Assistant at Kauffman Wealth Management. Since then, she has worked as a Marriage and Family Therapist Intern and later as Admissions Director for an independent school in Santa Barbara. She relocated back to Pasadena in 2014 and re-joined the KWM team. Kelly is delighted to be a part of such a supportive, enthusiastic, experienced team. As Helen Keller said, "Alone we can do so little; together we can do so much."

Kelly earned her Bachelor of Arts Degree from University of California, Santa Barbara and her Master of Arts in Marriage and Family Therapy from Pacific Oaks College. She lives in Pasadena with her husband, Jeremy, their two daughters, a cat named Buddy, an 85-year old desert tortoise, and three fish.

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.

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Mitchell Kauffman as Managing Director offers a broad, multifaceted approach to financial planning. "That the meadow is greener for I had passed, and no one need know so long as I know." Though I am not sure from where this prose came, its message has long resonated as my personal statement of life purpose.

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California Financial Advisors:- Making decisions related to money is probably the world’s toughest and risky job. This’s why it is important that you are aware of every facet related to investment, for which consult a financial advisor of Kauffman Wealth Management in Pasadena today.

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California Financial Advisors:- Making decisions related to money is probably the world’s toughest and risky job. This’s why it is important that you are aware of every facet related to investment, for which consult a financial advisor of Kauffman Wealth Management in Pasadena today.

# data[].attributes.attachment_link.readable_text
Mitchell Kauffman as Managing Director offers a broad, multifaceted approach to financial planning.

"That the meadow is greener for I had passed, and no one need know so long as I know." Though I am not sure from where this prose came, its message has long resonated as my personal statement of life purpose. To see the world just a little better for the contributions I have made, and to do so without the motivation of fanfare, seems the ultimate of selfless giving to which I aspire.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Mitchell is qualified to address clients' needs, whether through developing a comprehensive financial plan or addressing specific issues within investing, retirement planning, estate planning and risk management/insurance. His extensive educational and professional credentials are strong foundations to provide clients with sound advice.

Mitchell abides by 5 Core Beliefs that constitutes a strict Code of Ethics, and functions as a fiduciary with the duty to act in his clients' best interests.
Educational & Professional Qualifications: Click Here for Complete Biography Charlotte Flanagan- Office Manager
Charlotte joined Kauffman Wealth Management in June of 2017 and oversees all aspects of client account services. She is the direct liaison for client relations and is committed to delivering our core value of exceptionally personalized service. Prior to joining KWM, she held positions with JPMorgan Chase Bank, Northwestern Mutual, and most recently, Bernstein Private Wealth Management. During her seven years in the financial services industry, Charlotte has developed a passion for client service excellence and the operational aspects of the business.

Charlotte earned her Bachelors of Science degree from the University of La Verne. She holds Series 7 and 63 registrations, a CA Life Insurance license, and is a Notary Public. In her free time, Charlotte enjoys volunteering with a number of local non-profit organizations, including Peace Over Violence, Big Brothers/Big Sisters of Greater Los Angeles, and Inside Out Writers. She also enjoys hiking in national parks and traveling.
Robert Roesener- Registered Associate
Robert supports our team's analytical research oversight, a crucial activity that helps assure account and transaction accuracy. In doing so he delivers valuable assistance to both our Operations and Client Service groups, with a focus on research, investment monitoring and internal account maintenance.

Originally from Honolulu, HI, Robert earned his Bachelors in Economics from Loyola Marymount University with an emphasis in International Finance and graduated as a member of Omicron Delta Epsilon, the International Economics Honor Society. Robert has completed the Personal Financial Planning program at UCLA and will sit for the upcoming CFP® exam. He holds a Series 7 Registration. Prior to joining Kauffman Wealth Management, Robert worked with a local financial advisor and investment management firm. Robert's experiences in both school and his working career has led him to strongly believe in the concept that "Planning is bringing the future into the present so that you can do something about it now." Financial planning offers a solution to one of the most important concerns facing individuals- the knowledge that one's financial future is in order.

While not in the office, Robert enjoys surfing and is an avid Cross Fit athlete.
Ekaterina "Katrina" Sable- Registered Associate
Katrina joined Kauffman Wealth Management in early 2016 and supports research and analysis, operations and client service. Dedicated to offering the highest standards of service, she works diligently to help our clients plan for their future, and ultimately enhance their lives today.

She earned a Master of Science in Economics from Baikal National University of Economics and Law in Chita, Russia, with advanced standing in Mathematics.

Katrina holds Series 7 and 66 registrations and a CA Insurance license. She is currently working toward earning a Chartered Financial Analyst (CFA) designation.

Originally from Russia, Katrina moved to United States at the age of 21 to pursue a career in finance. She spent several years in marketing prior to joining Kauffman Wealth Management. In her spare time, Katrina enjoys staying active, hiking and playing tennis with her husband, Wayne.
Kelly Smith- Administrative Assistant
Kelly spearheads our "Service First" commitment with dedicated, proactive attention to all aspects of client accounts, operations and compliance. She handles non-account related services for our valued clients, manages operations and oversees compliance. Prior to her move to Santa Barbara in 2007, Kelly worked as an Administrative Assistant at Kauffman Wealth Management. Since then, she has worked as a Marriage and Family Therapist Intern and later as Admissions Director for an independent school in Santa Barbara. She relocated back to Pasadena in 2014 and re-joined the KWM team. Kelly is delighted to be a part of such a supportive, enthusiastic, experienced team. As Helen Keller said, "Alone we can do so little; together we can do so much."

Kelly earned her Bachelor of Arts Degree from University of California, Santa Barbara and her Master of Arts in Marriage and Family Therapy from Pacific Oaks College. She lives in Pasadena with her husband, Jeremy, their two daughters, a cat named Buddy, an 85-year old desert tortoise, and three fish.

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.

# data[].attributes.attachment_link.description
Mitchell Kauffman as Managing Director offers a broad, multifaceted approach to financial planning. "That the meadow is greener for I had passed, and no one need know so long as I know." Though I am not sure from where this prose came, its message has long resonated as my personal statement of life purpose.