Christopher Kaufman, CFP®, EA, CRPC

Chris believes that effective financial planning incorporates
coordination between investment, tax, and legal strategies in pursuit of
the best possible outcomes aligned with each client's goals. By working
alongside attorneys and CPAs as part of a collaborative planning
process, Chris helps clients experience greater clarity, efficiency, and
confidence in their financial decisions. This integrated approach is
designed to help clients keep more of what they earn while moving
intentionally toward long-term financial independence.
Chris is committed to competent and ethical behavior when providing
financial planning services. As a CERTIFIED FINANCIAL
PLANNER™ professional, he has completed rigorous education,
examination, experience, and ethical requirements established by the
CFP Board. He also holds the Chartered Retirement Planning
Counselor¦ (CRPC®) designation and became an Enrolled Agent (EA)
in 2025, allowing him to represent taxpayers before the IRS and further
support clients
through tax-aware financial planning strategies.
Chris earned his Bachelor of Science in Music from University of
Wisconsin–River Falls in 2020. His background in music continues to
influence his appreciation for discipline, structure, and
creativity—qualities he brings into his planning process with clients.
Prior to entering the financial services profession, Chris served in the
United States Army from 2012 to 2015 and is a combat veteran. His
military experience helped shape his commitment to service, integrity,
and long-term responsibility—principles that continue to guide his
work with clients today.
Outside of the office, Chris enjoys spending time with his wife and two
sons and values the opportunity to invest in experiences that positively
impact their future. He also enjoys staying involved in music and
pursuing outdoor activities in the local community.