Broker Check

1609 Lancaster Ave
Reading, PA 19607

Kaufman Financial Services

(610) 775-1490

 
Richard A. Kaufman, CFP®, ChFC, CLU, RTRP

Richard A. Kaufman, CFP®, ChFC, CLU, RTRP

President | CERTIFIED FINANCIAL PLANNERâ„¢, Member Ed Slott Master Elite IRA Advisor

 

Richard A. Kaufman, CERTIFIED FINANCIAL PLANNER, ChFC, CLU, RTRP, Member of Ed Slott's Master Elite IRA Advisor Group, founded Kaufman Financial Services in 1977. The company began primarily in the insurance business. When the designation was first developed, Rich successfully pursued a Certified Financial Planner designation and from that point on, was a trailblazer in the financial planning profession. Over the years, the business expanded into multiple areas of focus.  As a CERTIFIED FINANCIAL PLANNER, Rich decided to expand the business into investment services, tax preparation, financial planning, and estate planning. Retirement Planning and Social Security Planning are areas that Rich focuses on.  The business progressed through the past few decades and today is a family based company that employs four employees, three of which are Rich's sons. Today, the company successfully guides individuals from all over the country as they develop and pursue their financial goals.