David J. Kaufman, CFP®, ChFC®
CEO and Founder - Flagship Harbor Advisors
I met David at American Express Financial Advisors in 2007 when he was the Compliance Officer overseeing my Franchise.
Throughout the course of my relationship David, I have known him to be kind, compassionate and most importantly extremely diligent and detail oriented. We have been sharing office space in Boston for over a decade.
David has more compliance licenses and registrations, than I have credentials after my name, so it is clear that he is a leader in his field!
When it was time to become part of an RIA firm, working with David and Flagship Harbor Advisors was the obvious partner for myself and Concierge Wealth Management.
David serves as the CEO & Founder of Flagship Harbor Advisors, a Registered Investment Advisor and separate entity from LPL Financial.
Concierge Wealth Management leverages David's knowledge of over 3 decades as a leader and compliance supervisor to ensure all client accounts receive the proper care and attention they deserve.
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.