Rebecca Kauffman joined The Farb Financial Group in 2007 and brought a new perspective and a security of continued service to a firm that has been providing wealth accumulation and financial planning for over 40 years. Specializing in investment planning, financial independence, insurance analysis, wealth accumulation and estate planning, Rebecca considers herself to be a “financial quarterback,” helping her clients coordinate their team of advisors in the different areas of their financial lives.
A native of Orlando, Rebecca has continued to be an active leader in the community. She is involved with numerous organizations including the Chamber of Commerce, and Rotary International, of which she is a past president of the Altamonte Springs club.
In addition to earning the CERTIFIED FINANICAL PLANNER™ practitioner certification, she also holds the Chartered Retirement Planning Counselor designation as well as being FINRA Series 6, 7, and 63 securities registered and Florida Life, Health, and Annuity licensed with Lincoln Financial Advisors Corp. Rebecca is also a member of the WISE Group for Lincoln Financial Network Women Advisors, WIFS (Women in Insurance & Financial Services), and the Central Florida Estate Planning Council.
She is a graduate of Florida State University, where she truly honed her life-long love of college football. Rebecca and her husband Sam, have 2 awesome children, Trippe and Emma. In her spare time, Rebecca and her family enjoy seeking thrills at Orlando’s various theme parks, and spending time surfing at the beach.
Rebecca Kauffman is a registered representative of Lincoln Financial Advisors Corp. The Farb Financial Group is not an affiliate of Lincoln Financial Advisors Corp.