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Nathan Kauffman, CFP®

First Vice President

Nathan Kauffman, CFP®

First Vice President

Location: South Hills
Phone: (412) 633-1661

Nathan Kauffman is a First Vice President with Hefren-Tillotson, Inc. Mr. Kauffman is a CFP® practitioner, an Investment Advisor Representative, a Registered Representative, and a Licensed Agent for Life, Accident and Health Insurance. He completed his undergraduate work at Grove City College, earning a Bachelor of Science Degree in Business Administration.

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Mr. Kauffman has been a member of the Hefren-Tillotson team since 2001 and enjoys working closely with individuals to help them identify 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. Nathan’s extensive financial planning background allows him to develop detailed comprehensive strategies for his clients, including those with complicated special needs trust requirements.

Nathan has been named a FIVE STAR Wealth Manager. This award is given to wealth managers in Pittsburgh who satisfied key client criteria and scored the highest in client satisfaction.

Nathan is actively involved in Peters Creek Baptist Church in the South Hills where he has served as an officer, moderator, treasurer, and construction team member.

A resident of North Strabane, Mr. Kauffman enjoys golfing, fishing, and spending time with his wife, Kristy, and four children, Alaina, Charlotte, Colby and Quinn.

Nathan is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

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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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.