Lori  Kaufman,  CFP<sup>&reg;</sup> - Financial Advisor

Lori Kaufman, CFP®

Chief Executive Officer

Kaufman Kampe Advisors LLC

7525 SE 24th St, Ste 670
Mercer Island, WA 98040-2331
FINANCIAL ADVISOR'S WEBSITE
(206) 275-2277

General

Lori Kaufman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kaufman Kampe Advisors LLC in Mercer Island, WA and the surrounding communities.

Financial Advisor Overview

At Kaufman Kampe Advisors LLC, our sole purpose is to help you meet your personal and financial goals. We do this by listening to your objectives, understanding your priorities, and establishing an individualized plan to guide you toward a comfortable, solid financial future. 
 
We offer highly strategic solutions based on proven investment principles and over 45 years of global investment experience. We don't sell products. We offer expert financial planning and investment management guidance. And because we are independent, you can count on objective advice and unparalleled service at every turn. 

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Financial Advisor Experience

Our years of experience have shown us that there's no long-term gain in trying to predict or time markets--attempting to do so merely adds speculative risk, excessive costs, and needless taxes. Instead we rely on "passive" (or "index") investment vehicles to form the cornerstones of our portfolio strategies. In addition, we employ global diversification strategies to help maximize returns and control risk, and we employ tax-aware and cost-effective strategies to help you keep more of what you earn.  

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources