Rebecca L. Kauffman, CFP®, CRPC®

Rebecca L. Kauffman, CFP®, CRPC®

Private Wealth Advisor — Orlando, FL

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™ practitioner 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.