David Kauffman

Jd, Cfp at CW Advisors

David Kauffman, JD, CFP®, is a seasoned wealth manager and principal at CW Advisors, where services include comprehensive financial planning and active portfolio management since February 2007. Prior experience includes serving as a financial advisor at Ferris, Baker Watts from June 2003 to February 2007, and at Morgan Stanley from May 2002 to May 2003. Educational credentials include a Doctor of Law (JD) from Widener University-Harrisburg Campus (1992-1995) and a Bachelor of Business Administration (BBA) from James Madison University (1986-1991).

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