Michael Kauffman

Michael Kauffman

Wealth Advisor

Michael is a 2008 graduate of the US Air Force Academy in Colorado Springs, Colorado with a Bachelor of Science degree in Social Sciences. During his tenure in the US Air Force, Michael completed a certification in Contracting and Program Management from the Defense Acquisition University, and in 2011 earned a Master’s degree in Contract Management from American Graduate University.

After honorably serving, Michael participated in a 2015 mentorship with a hedge fund, before joining Schwab in 2016. While with Schwab, he completed the licensing requirements for the Series 7 and Series 63 in 2017, and Series 66 in 2018. He gained experience on the brokerage and trading floor before transitioning to a more holistic wealth management position within Schwab Private Client Advisory in 2018. Michael joined Solitude Financial Services as a Wealth Advisor in 2019 where he remains presently.

Michael is a Chartered Financial Consultant® and CERTIFIED FINANCIAL PLANNER™ professional.