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@lfg.com
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4 phones found area 704 and 407
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Rebecca Kauffman, Cfp® , Crpc is listed as Private Wealth Advisor at Aegis Consulting Group, LLC, a company with 9 employees, based in Orlando, Florida, United States. AeroLeads shows a work email signal at lfg.com, phone signal with area code 704, 407, and a matched LinkedIn profile for Rebecca Kauffman, Cfp® , Crpc.
Rebecca Kauffman, Cfp® , Crpc previously worked as Registered Representative at Lincoln Financial Advisors / Sapphire Wealth Partners and Conference Coordinator at Loews Hotels. Rebecca Kauffman, Cfp® , Crpc holds Bachelor Of Science from Florida State University.
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AeroLeads found 1 current-domain work email signal for Rebecca Kauffman, Cfp® , Crpc. Compare company email patterns before reaching out.
Rebecca Kauffman has more than 15 years of experience, specializing in investment planning, retirement planning, insurance analysis, wealth accumulation and estate planning. She considers herself to be a “financial quarterback”, helping her clients coordinate their team of advisors in the different areas of their financial lives.A native of Orlando, Rebecca has continued to be an active leader in the community. She is involved with numerous organizations including the Central Florida Estate Planning Council, and Rotary International, of which she is a past president of the Altamonte Springs club.Rebecca has earned the CERTIFIED FINANICAL PLANNER™ practitioner certification, as well as holds the Chartered Retirement Planning Counselor designation. She is FINRA Series 6, 7, and 66 securities registered and Florida Life, Health, and Annuity licensed.She is a graduate of Florida State University, where she truly honed her life-long love of college football. Rebecca and her husband Sam, have 3 awesome children, Trippe, Emma, and Jasper. In her spare time, Rebecca and her family enjoy seeking thrills at Orlando’s various theme parks, and spending time surfing at the beach.
Listed skills include Leadership, Small Business, Wealth Management, Financial Planners, and 13 others.
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Working with individuals and small business owners to plan for the accumulation and eventual distribution of wealth.Securities and advisory services offered through Commonwealth Financial Network(r), www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Aegis Consulting 2450 Maitland Center Parkway, Suite 201, Maitland, FL 32751 904-650-2125. This.
Other employees you can reach at aegisconsults.com. View company contacts for 9 employees →
Taylor Lloyd
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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David Gottesman
Colleague at Aegis Consulting Group, LlcMinneapolis, Minnesota, United States, United States
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DG
Deserai Goldsmith
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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Michael W. Moon
Colleague at Aegis Consulting Group, LlcSan Diego, California, United States, United States
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Nathan Sabattini
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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Carolyn Ford
Colleague at Aegis Consulting Group, LlcUnited States, United States
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Michael Cirino, Clu, Chfc,Cbec
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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MO
Mark Osickey
Colleague at Aegis Consulting Group, LlcSolon, Ohio, United States, United States
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Alexander Harrison
Colleague at Aegis Consulting Group, LlcJacksonville, Florida, United States, United States
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Julia Moon, Cfp®, Crpc®
Colleague at Aegis Consulting Group, LlcSan Diego County, California, United States, United States
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Activities and Societies: Kappa Kappa Gamma, Lady Spirithunters
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Rebecca Kauffman, Cfp® , Crpc works for Aegis Consulting Group, LLC.
Rebecca Kauffman, Cfp® , Crpc is listed as Private Wealth Advisor at Aegis Consulting Group, LLC.
AeroLeads has found 1 work email signal at @lfg.com for Rebecca Kauffman, Cfp® , Crpc at Aegis Consulting Group, LLC.
AeroLeads has found 4 phone signal(s) with area code 704, 407 for Rebecca Kauffman, Cfp® , Crpc at Aegis Consulting Group, LLC.
Rebecca Kauffman, Cfp® , Crpc is based in Orlando, Florida, United States while working with Aegis Consulting Group, LLC.
Rebecca Kauffman, Cfp® , Crpc has worked for Aegis Consulting Group, Llc, Lincoln Financial Advisors / Sapphire Wealth Partners, and Loews Hotels.
Rebecca Kauffman, Cfp® , Crpc's colleagues at Aegis Consulting Group, LLC include Taylor Lloyd, David Gottesman, Deserai Goldsmith, Michael W. Moon, and Nathan Sabattini.
You can use AeroLeads to view verified contact signals for Rebecca Kauffman, Cfp® , Crpc at Aegis Consulting Group, LLC, including work email, phone, and LinkedIn data when available.
Rebecca Kauffman, Cfp® , Crpc holds Bachelor Of Science from Florida State University.
Rebecca Kauffman, Cfp® , Crpc is listed with skills including Leadership, Small Business, Wealth Management, Financial Planners, Financial Analysis, Financial Services, Strategic Financial Planning, and Finance.
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