Monica Kaufman

Monica Kaufman, CFP™

Financial Planning Team

“Money is a set of tools in your hands: what do you want to build with it?”

  • 8 years’ experience in Financial Advisory and Angel Investing
  • 10 years’ experience in Economic and Management Consulting
  • Financial planning designations:
    • (CFP) Certified Financial Planner
  • Dog rescuer, hiker, cycler

Phone: 610-209-1425