David Kauffman, JD, CFP®, CTS™
Wealth Manager, Principal
Office: Columbia, MD
Team: Wealth Management
Education & Certificates
B.BA., 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 started my professional career as a practicing attorney. I attained my CFP designation during this period and decided to pursue a different path. I started as a financial advisor at Pinnacle Advisory Group in 2007 and eventually became a Partner.
Personal Interests
I like to spend my time doing yard work, exercising, at the beach, and with my family and friends.