Mitchell Kauffman Email & Phone Number

"How can I be confident my money will last for my lifetime?""How can I balance my philanthropic with legacy goals and still enjoy the lifestyle to which I aspire?"These are easily the most common financial questions people have asked me during my 35+ years of wealth management experience.Extraordinarily personalized, objective advice and management are the cornerstones of my practice. At KWM Wealth Advisory, we combine pro-active communication and the highly responsive service of an independent local firm with the acclaimed resources of a renowned powerhouse of Wells Fargo Advisors Financial Network, to provide the best of both worlds.We help our clients demystify their financial affairs, giving them a sense of control, freedom and confidence over their financial future. Our comprehensive process balances growth (and/or income) with institutional-level wealth preservation techniques.Those who benefit most from a long term, trusted advisory relationship with our firm typically have at least $1 million of assets to be managed.Whether you are:- RETIRED or contemplating retirement and you seek a lifetime income,- BUSINESS OWNER OR PROFESSIONAL and you want to optimize the benefits of your business/practice entity,- CORPORATE EXECUTIVE and you want to more effectively manage your benefits programs, Discover how KWM Wealth Advisory's extraordinarily personalized approach to investment planning and management can help you on the road to a "Life Wealth Lived." Tel: (626) 795-6874Email: Mitchell.Kauffman@wfafinet.comThis information is intended for use only by residents of AL, AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KY, MD, MI, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OR, PA, TN, TX, UT, VA, WA only. CA Insurance Producer License Number 0749394. Resident State CA./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Listed skills include Securities, Asset Allocation, Investments, Financial Advisory, and 6 others.

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  Financial Advisor And Managing Director

  Kwm Wealth Advisory

  Nov 1988 - Present

  Helping clients enjoy a Life Well Lived by utilizing a wide range of educational & professional credentials:• Masters in Financial Planning (MSFP)• Certification in Financial Planning (CFP)• Masters in Business Administration (MBA)• Bachelors in Business Economics & Political Science (BA)• Registered Representative & Branch Manager, WFAFN• Life, Disability Variable Agent (licensed w/ various state insurance comms.). CA Insurance License Number 0749394.