Kelly Kaufman
Director, Financial Solutions Branch @Charles Schwab
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WORK HISTORY
Director, Financial Solutions Branch @Charles Schwab
Indianapolis, IN, US
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EDUCATION
Sweet Briar College
Bachelor of Arts (B.A.)
ABOUT KELLY KAUFMAN
As a Director of the Financial Solutions Branch, I lead a team of Financial Consultants, Investment Consultants and Portfolio Solutions Consultants focused on helping you create a better financial life. At Schwab, we are committed to providing advice unique to your situation that is clear, relevant, and actionable, and we’ll work hard to find solutions and strategies that are right for you.We can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call my team at 18•••••••00 (Option 5). If you are interested in an employment opportunity, please email me at: K••••••••@schwab.com.
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