MITCHELL KAUFFMAN

Mitchell Kauffman is a UCSB Economics Professor with over 35 years of financial planning and wealth management experience. Get real world application from an investment professional at the University of California at Santa Barbara... Entrepreneurial: Opportunity to serve clients and do business as I thought best... My early years in financial planning were particularly difficult as I worked to develop my technical skills, while simultaneously striving to persuade prospective clients of my value. In contrast to paid apprenticeships found in law and accounting, entry-level planning positions were often commission-only, and focused on selling individual investments. Persuading clients to share their entire financial picture with me was an additional challenge that, at times, made things that much more difficult. The good thing about challenges, it has been said, is they can reveal what lies beneath.