George Kaufman - UBS Financial Services Inc. is a team of dedicated Financial Advisors based in Cincinnati, OH. With a focus on financial planning and portfolio management, they provide knowledgeable perspective, good judgement, and broad experience to help clients meet their challenges and seize opportunities. Led by George Kaufman, a Senior Vice President Wealth Management Financial Advisor, the team is committed to helping clients organize their finances around their short-term needs, longer-term goals, and generational vision.
With a background in economics and philosophy, George Kaufman brings a unique perspective to his role. As a CERTIFIED FINANCIAL PLANNER and a Chartered Retirement Plans Specialist, he is well-equipped to provide comprehensive financial advice. George is also actively involved in community service, including the Cincinnati Rotary. As a native of greater Cincinnati, he is married and enjoys tennis and gardening.
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