Rebecca L. Kauffman, CFP^®, CRPC^™

Rebecca Kauffman has more than 15 years of experience, specializing in investment planning, retirement planning, insurance analysis, wealth accumulation, and estate planning. She considers herself to be a “financial quarterback”, helping her clients coordinate their team of advisors in the different areas of their financial lives.

A native of Orlando, Rebecca has continued to be an active leader in the community. She is involved with numerous organizations including the Central Florida Estate Planning Council, and Rotary International, of which she is a past president of the Altamonte Springs Club.

Rebecca has earned the CERTIFIED FINANCIAL PLANNER® certification, as well as holds the Chartered Retirement Planning Counselor^™, CRPC^™ designation. She is FINRA Series 6, 7, and 63 securities registered and Florida Life, Health, and Annuity licensed.

She is a graduate of Florida State University, where she truly honed her life-long love of college football. Rebecca and her husband Sam, have 3 awesome children, Trippe, Emma, and Jasper. In her spare time, Rebecca and her family enjoy seeking thrills at Orlando’s various theme parks and spending time surfing at the beach.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 

Chartered Retirement Planning Counselor^™, CRPC^™, and the CRPC^™ logo are certification marks of The College for Financial Planning Institutes Corp. in the United States.