Al Kaufman, CFP®, MBA, CPA
CERTIFIED FINANCIAL PLANNER™ Practitioner
PROFESSIONAL EXPERIENCE and BACKGROUND
We help households and businesses realize their aspirations by providing holistic guidance and financial services within a fiduciary-oriented framework.
Al has served in leadership, planning, investment, operational, analytical, and financial management capacities throughout his career. He partnered with some of the country’s most preeminent firms and established an independent RIA in 2020 after gleaning insights from divergent financial service models since 2002. Clients include retirees, executives, and prosperous households who appreciate individual attention and accountability.
Al and his wife Debi reside on a third generation hobby farm with two pampered rescue dogs. The couple enjoys traveling, outdoor activities, gardening, sports, exercise, and faith-based events. Devan and Zeke, their two children, are pursing degrees in medical and engineering fields at the University of Virginia and Rose-Hulman Institute of Technology respectively.
Experience—Professional highlights, predating financial consultative roles, include responsibilities as: COO, VP Product Development, Financial Director, Successor Trustee, Executor, Adjunct Professor of Finance, and $300 million portfolio oversight as Manager of Medical Economics.
Resources—Al is the primary contact for clients and enjoys making house and office calls. An assortment of integrative third-party entities are used in providing custodian, planning, monitoring, portfolio construction, due diligence, insurance, analytical, and compliance services.
Personal resource include unbiased research, professional subscriptions, domestic and foreign investment strategists, economists, peer review, geopolitical intelligence, faith-based insights, attorneys, CPAs, and other prominent professionals.