David Kauffman, JD, CFP<sup>®</sup>, CTS<sup>™</sup>
David Kauffman, JD, CFP®, CTS
Wealth Manager, Principal
Office: Columbia, MD
Team: Wealth Management

Education & Certificates

B.A., James Madison University, J.D., The Widener University School of Law, Certified Financial Planner™, Member of the Maryland Bar, District of Columbia Bar, and Montgomery County Bar Association.

Professional Background

I was a partner and wealth manager at Pinnacle Advisory Group.  Prior to Pinnacle, I worked at Morgan Stanley and Ferris, Baker, Watts (now Royal Bank of Canada). I originally started my career practicing law as an estate planning attorney.