Aegis Consulting Group, LLC
Rebecca Kauffman is a Private Wealth Advisor at Aegis Consulting Group, LLC, where since March 2023, Rebecca has focused on assisting individuals and small business owners with wealth accumulation and distribution planning. Prior to this role, Rebecca served as a Registered Representative at Lincoln Financial Advisors / Sapphire Wealth Partners for nearly 16 years, and earlier worked as a Conference Coordinator at Loews Hotels. Rebecca holds a Bachelor of Science degree from Florida State University, earned between 2000 and 2004. Rebecca also holds the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC) designations.
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Aegis Consulting Group, LLC
At Aegis, we provide advanced financial advice and services throughout the country. We earn the trust of our clients through our rigorous pursuit to deliver decisively better planning, investment outcomes, risk management and tax mitigation strategies. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Aegis Consulting 4600 Touchton Road E Building 200, Suite 150, Jacksonville, FL 32246 904-650-2121. This communication is strictly intended for individuals residing in the states of AL, DC, DE, FL, GA, IL, MA, MD, MO, NC, NJ, NM, NY, SC, TN, VA, VT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html.