Michelle Kaufman Cfa Cpwa
My clients have ambitious goals and lead hectic lives, constantly juggling personal and professional responsibilities that leaves little... | Miami-Fort Lauderdale Area, Miami-Fort Lauderdale Area, United States
Michelle Kaufman Cfa Cpwa’s Emails mk****@al****.mit
Michelle Kaufman Cfa Cpwa’s Phone Numbers No phone number available.
Social Media
Michelle Kaufman Cfa Cpwa’s Location Miami-Fort Lauderdale Area, Miami-Fort Lauderdale Area, United States
Michelle Kaufman Cfa Cpwa’s Expertise My clients have ambitious goals and lead hectic lives, constantly juggling personal and professional responsibilities that leaves little time for other priorities. The need to make important financial decisions adds to their already full plate creating additional challenges, even for the most successful individuals. The complexity of executive compensation (e.g. restricted stock, stock options, deferred compensation) and classic retirement planning (e.g. 401(k), IRA, Roth, after-tax contributions, pensions) can be overwhelming. But it doesn’t have to be. I simplify the complex, creating more financial clarity, focus and direction. By building a dynamic partnership with my clients, they are able to focus on what they do best, while I guide them on their path to success. With nearly a decade and a half experience in finance, I hold the designations of Certified Private Wealth Advisor (CPWA), an advanced credential for financial professionals who advise high net worth clients as well as the Chartered Financial Analyst (CFA), the highest distinction in the investment management profession. Due to applicable regulatory requirements, Michelle is not permitted to display recommendations or endorsements. Michelle Kaufman is an investment advisor representative of Dynamic Wealth Advisors dba Prioritas Financial Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.
Michelle Kaufman Cfa Cpwa’s Current Industry Prioritas Financial Advisors
Michelle
Kaufman Cfa Cpwa’s Prior Industry
Wyeth
|
Kaplan Test Prep
|
Credit Suisse
|
Bloomberg
|
Fidelity Investments
|
Prioritas Financial Advisors
Not the Michelle Kaufman Cfa Cpwa you were looking for?
Find accurate emails & phone numbers for over 700M professionals.
Work Experience
Prioritas Financial Advisors
Principal at Prioritas Financial Advisors
Thu Oct 01 2020 05:30:00 GMT+0530 (India Standard Time) — Present
Fidelity Investments
Financial Consultant
Fri Jun 01 2018 05:30:00 GMT+0530 (India Standard Time) — Tue Sep 01 2020 05:30:00 GMT+0530 (India Standard Time)
Bloomberg
Market Specialist
Fri Aug 01 2014 05:30:00 GMT+0530 (India Standard Time) — Fri Jun 01 2018 05:30:00 GMT+0530 (India Standard Time)
Credit Suisse
Global Rates and FX Trader, Vice President
Sat Jul 01 2006 05:30:00 GMT+0530 (India Standard Time) — Fri Aug 01 2014 05:30:00 GMT+0530 (India Standard Time)
Wyeth
Research Intern
Thu Jan 01 2004 05:30:00 GMT+0530 (India Standard Time) — Sat Jan 01 2005 05:30:00 GMT+0530 (India Standard Time)
Kaplan Test Prep
SAT Teacher / Tutor
Thu Jan 01 2004 05:30:00 GMT+0530 (India Standard Time) — Thu Jan 01 2004 05:30:00 GMT+0530 (India Standard Time)Skills
Languages
Michelle Kaufman Cfa Cpwa Email Addresses
FAQ About Michelle Kaufman Cfa Cpwa
-
Michelle Kaufman Cfa Cpwa is located at
Miami-Fort Lauderdale Area, Miami-Fort Lauderdale Area, United States -
Michelle Kaufman Cfa Cpwa is a
My clients have ambitious goals and lead hectic lives, constantly juggling personal and professional responsibilities that leaves little time for other priorities. The need to make important financial decisions adds to their already full plate creating additional challenges, even for the most successful individuals. The complexity of executive compensation (e.g. restricted stock, stock options, deferred compensation) and classic retirement planning (e.g. 401(k), IRA, Roth, after-tax contributions, pensions) can be overwhelming. But it doesn’t have to be. I simplify the complex, creating more financial clarity, focus and direction. By building a dynamic partnership with my clients, they are able to focus on what they do best, while I guide them on their path to success. With nearly a decade and a half experience in finance, I hold the designations of Certified Private Wealth Advisor (CPWA), an advanced credential for financial professionals who advise high net worth clients as well as the Chartered Financial Analyst (CFA), the highest distinction in the investment management profession. Due to applicable regulatory requirements, Michelle is not permitted to display recommendations or endorsements. Michelle Kaufman is an investment advisor representative of Dynamic Wealth Advisors dba Prioritas Financial Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Prioritas Financial Advisors -
Michelle Kaufman Cfa Cpwa currently works in the
Prioritas Financial Advisors -
Michelle Kaufman Cfa Cpwa specializes in
My clients have ambitious goals and lead hectic lives, constantly juggling personal and professional responsibilities that leaves little time for other priorities. The need to make important financial decisions adds to their already full plate creating additional challenges, even for the most successful individuals. The complexity of executive compensation (e.g. restricted stock, stock options, deferred compensation) and classic retirement planning (e.g. 401(k), IRA, Roth, after-tax contributions, pensions) can be overwhelming. But it doesn’t have to be. I simplify the complex, creating more financial clarity, focus and direction. By building a dynamic partnership with my clients, they are able to focus on what they do best, while I guide them on their path to success. With nearly a decade and a half experience in finance, I hold the designations of Certified Private Wealth Advisor (CPWA), an advanced credential for financial professionals who advise high net worth clients as well as the Chartered Financial Analyst (CFA), the highest distinction in the investment management profession. Due to applicable regulatory requirements, Michelle is not permitted to display recommendations or endorsements. Michelle Kaufman is an investment advisor representative of Dynamic Wealth Advisors dba Prioritas Financial Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. -
Michelle Kaufman Cfa Cpwa speaks the following languages:
No languages available. -
Michelle Kaufman Cfa Cpwa has prior experience in the following industries:
Fidelity Investments , Bloomberg , Credit Suisse , Wyeth , Kaplan Test Prep -
Michelle Kaufman Cfa Cpwa has the following professional experience:
Prioritas Financial Advisors , Fidelity Investments , Bloomberg , Credit Suisse , Wyeth , Kaplan Test Prep . -
You can view Michelle Kaufman Cfa Cpwa’s
LinkedIn profile at LinkedIn URL. -
Michelle Kaufman Cfa Cpwa’s work email addresses are
[email protected] . -
Michelle Kaufman Cfa Cpwa works at
Prioritas Financial Advisors
People you may be interested in
- Kat Fitzpatrick
- Ian Morgan
- Jennifer Jimenez
- Sarah Runner
- Rebecca Balgowan
- Anirban Ghosh
Artwork Project Manager for SGK (Organon)
Lead .NET developer
Lead Radiation Therapist at Spectrum Health
Territory Sales Manager
Student at The College of New Jersey
Asst. Accountant at Tata Steel Europe