David Kauffman

David Kauffman, JD, CFP®, is a seasoned wealth manager and principal at CW Advisors since February 2007, specializing in comprehensive financial planning and active portfolio management. Prior experience includes roles as a financial advisor at Ferris, Baker Watts from June 2003 to February 2007 and at Morgan Stanley from May 2002 to May 2003. David Kauffman holds a Doctor of Law (JD) degree from Widener University-Harrisburg Campus and a Bachelor of Business Administration (BBA) from James Madison University.