Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Pasadena > Mitchell E. Kauffman, CFP®, MBA, MSFP
Find the Certified Financial Planner™
Who's right for you.

Mitchell E. Kauffman, CFP®, MBA, MSFP

Kauffman Wealth Services, Inc., an independent firm

140 S Lake Ave
Ste 217
Pasadena, CA 91101
Phone: (626) 795-6874
Fax: (626) 795-6221

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

Considerations: Sliding scale based on assets under management, investment program and other specifics