Nathan Kauffman

Nate Kauffman, CFP® Financial Advisor
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South Hills Branch
(412) 833.5777 x5366

Nathan Kauffman is a Financial Advisor with Hefren-Tillotson, Inc., a full-service brokerage firm offering comprehensive financial planning, investment advisory services and wealth management.

A member of the Hefren-Tillotson team since 2001, Mr. Kauffman enjoys working closely with individuals to help them identify, refine and achieve their financial goals. He utilizes Hefren-Tillotson’s in-depth financial planning process to provide individually tailored investment recommendations, retirement analyses, insurance strategies, estate planning, and tax planning.

Mr. Kauffman is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Advisor Representative, a Registered Representative, a Licensed Agent for Life, Accident and Health Insurance, and a member of the Financial Planning Association (FPA). He completed his undergraduate work at Grove City College, earning a Bachelor of Science Degree in Business Administration.

In his spare time, Nathan is the treasurer and an officer of Peters Creek Baptist Church in the South Hills and works with its high school youth program as a teacher and small group leader. A resident of South Park, Mr. Kauffman enjoys cooking, hiking, fishing, and spending time with his wife Kristy and their dog Laney.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
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