Ms. Kaufman serves as an Advisor at RS Crum and also leads our marketing team.
Hanna joins us from Madison, Wisconsin where she completed her B.S. in Personal Finance with a concentration in Financial Planning at the University of Wisconsin. Hanna recently accomplished all requirements set forth by the CFP Board of Standards and has been awarded the CFP® (Certified Financial Planner) marks, making her one of the youngest CFP® practitioners in the country.
Actively involved in the community, she is a proud committee member of SheVest, a group dedicated to inspiring women to excel in personal money management, a member of the Orange County FPA (Financial Planning Association), National Association of Personal Financial Advisors (NAPFA) and Big Brothers Big Sisters of Orange County.
Hanna enjoys spending her free time at the beach or hiking, trying to soak up as much Southern California sun as possible.
One goal I’m saving for:
“I am actively saving for a home in this crazy Southern California market.”