Financial Advisor: Brad Kaufman

Bradley K. Kaufman, CAIA

Senior Investment Analyst

404 253 7682
404 253 7683

My NET WORTHWHILE is to grow every day, in all aspects of life.

Motivated to upgrade investment portfolios in an efficient way that enhances clients’ ability to compound capital, Brad enjoys helping clients understand and gain confidence in their investment choices. A thorough researcher, Brad offers insight on targeted investment exposure, helping clients mitigate and manage risk.

Brad graduated with a finance degree from the University of Georgia and an MBA from Georgia State University, and he holds the Chartered Alternative Investment Analyst designation.