Kauffman Wealth Management is dedicated to helping clients gain insights and comfort with their financial affairs. And keeping clients engaged is a top priority.

Every January, KWM clients gather for our annual client education breakfast at Caltech’s Athenaeum. Clients hear Mitchell Kauffman provide a state of the economy and a variety of renowned financial and non-financial guest speakers are showcased. Below is the itinerary from this year’s event, featuring a variety of topics that address not just the financial but safeguards, health and social interests.

Interested in attending a future event? Please call Kelly Smith, Administrative Assistant, at (626) 795-6874 or email her at KellyS@KauffmanWM.com.

Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.

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.