Ms. Kaufman serves as an Associate Advisor at RS Crum, assisting in the areas of marketing, client service, and financial planning.
Hanna joins us from Madison, Wisconsin where she completed her B.S. in Personal Finance with a concentration in Financial Planning. She is a member of the Orange County FPA (Financial Planning Association) and is currently studying to take the CFP® (Certified Financial Planner) exam.
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 saving on a continuous basis to visit my family in Wisconsin.”