Nicholas Kaufman
Nicholas Kaufman
@nkaufman5
Associate Advisor | Rise Private Wealth Management | Finance Major
Emerging financial professional focused on helping individuals and families build long-term financial security. Currently training at Rise Private Wealth Management with plans to obtain Life & Health Insurance and securities licenses. Passionate about investment strategy, retirement planning, and building strong, trust-based client relationships.
Driven, growth-minded, and committed to making an impact in the financial services space.
Emerging financial professional focused on helping individuals and families build long-term financial security. Currently training at Rise Private Wealth Management with plans to obtain Life & Health Insurance and securities licenses. Passionate about investment strategy, retirement planning, and building strong, trust-based client relationships.
Driven, growth-minded, and committed to making an impact in the financial services space.
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