Edward B. Aufman (BS, CFP®)
Edward B. Aufman focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Tax Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Tax Planning
Planning Specialties
Services:
-Investment Management
-Balance Sheet / Asset Management
-Income Tax Planning and Coordination
-Cash-Flow Management
-Executive/Employee Benefits/Stock Options
-Insider Regulations / Special Issues
-Retirement Planning
-Support and Life Insurance Planning and Monitoring
-Estate Planning and Strategy Management
-Family Office Services
Additional Information
Ed is President of Aufman Associates Inc. and directs the financial planning and management functions of the firm.
Ed is co-chair of the Investment Policy Committee. The investment committee reviews and sets research direction, and identifies and sets asset allocation.
Ed is a Certified Financial Planner (Certified Financial Planner Board of Standards) and also a member of NAPFA. In addition, he is a Registered Investment Advisor.
Education background: Carnegie Mellon University – Industrial Management/Finance and Economics. Ed attended Sewickley Academy (his chidren are current students).
Ed and his wife Kim have two children (and a Chocolate Lab). They live in Marshall Township. Interests include family activities, gardening, and visiting Florida. Ed is a Member of the International Tang Soo Do Federation and has been involved in martial arts as a student and instructor for more than twenty years.
NAPFA Start Date
April 19, 2011
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