Flagship Harbor Advisors

CONNECT

Address:

346 Commercial Street
Boston, MA 02109

Phone:

(857) 350-4229

Fax/Other:

(617) 224-0870

David J. <!-- 1 -->Kaufman, CFP®, ChFC®

David J. Kaufman, CFP®, ChFC®

CEO & Founder

David J. Kaufman is the CEO and Founder of Flagship Harbor Advisors. As a Certified Financial Planner™ (CFP®) and Chartered Financial Consultant®(ChFC®) David has served the needs of individuals, families and business owners seeking comprehensive financial solutions and personalized asset management strategies since 1986. David focuses on helping clients in or nearing retirement develop effective asset accumulation and income strategies designed to protect a lifetime of assets while minimizing the impact of taxes.

For more than three decades David has also employed his leadership skills in the guidance, training and supervision of financial advisors seeking to establish and grow successful financial planning and investment advisory practices. He founded the Flagship Harbor Advisors Network to provide financial advisors an opportunity to build their own independent practices within an environment emphasizing one-on-one coaching and mentoring, full logistical support, lower startup costs, shared overhead and other economies of scale for the benefit of advisors and their clients.

David leads this network of experienced, independent financial advisors and professional staff seeking to lead clients along the path to financial well-being through placing client interests at the forefront of all decisions made and actions taken. He chose to affiliate with LPL Financial as the firm’s broker/dealer for the benefit of the network’s advisors and their clients. LPL Financial provides independent financial advisors with access to objective, comprehensive financial research, exemplary service and a broad range of non-proprietary financial solutions, including alternative investment strategies.

David has the distinction of serving as a FINRA Arbitrator for the Financial Industry Regulatory Authority (FINRA), placing him among a select number of qualified individuals demonstrating the ability to help parties communicate better, analyze risks, and explore options for mutual satisfaction.

He earned a Bachelor of Arts from Bentley College in 1985 before pursuing his career in the financial services industry. David spent many years with a leading financial service firm where he developed his reputation as a strong leader, coach and advisor before establishing Flagship Harbor Advisors in 2010. He holds multiple securities and supervisory registrations through LPL Financial including Registered Options Principal (Series 4), General Securities Representative (Series 7), General Securities Principal (Series 24), Municipal Securities Principal (Series 53), Uniform Securities Agent State Law Examination (Series 63) and Uniform Investment Adviser Law Examination (Series 65). He also holds his Life, Accident and Health Insurance license.

A sports enthusiast and loyal Celtics fan, David lives in Boston, MA and Miami, FL. He enjoys music, traveling and spending time with family and friends. He brings the same passion to his personal relationships as he does to helping his clients meet their goals, placing great importance on being a loving and supportive son, brother, uncle and friend.

Phone 857-350-4229
Fax 617-224-0870