David Jay Kaufman

David Jay Kaufman

Amministratore Delegato presso Flagship Harbor Advisors LLC

Consumer Services
Finance

Profilo

Mr. David J.
Kaufman is a Chief Executive Officer & Founder at Flagship Harbor Advisors LLC.
He is also the Founder of Flagship Harbor Advisors.
He focuses on helping clients in or nearing retirement develop effective asset accumulation and income strategies designed to protect a lifetime of assets while minimizing the impact of taxes.
Mr. Kaufman spent many years with a leading financial service firm where he developed his reputation as a strong leader, coach and advisor before establishing Flagship Harbor Advisors in 2010.
He has served the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized asset management strategies since 1986.
Mr. Kaufman earned a Bachelor of Arts degree from Bentley College in 1985 before pursuing his career in the financial services industry.

Posizioni attive di David Jay Kaufman

SocietàPosizioneInizio
Amministratore Delegato 01/12/2010
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Formazione di David Jay Kaufman

Bentley University Undergraduate Degree

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