Ariel Kauffman is a CFP®-credentialed financial advisor at The Wealthcare Clinic with four years of industry experience. His prior roles include positions at Solitude Financial Services, AssetMark, Charles Schwab, and The Vanguard Group. He holds the Series 66 license. The Wealthcare Clinic, LLC is a fee-only registered investment adviser that offers discretionary investment management and integrated wealth management services to individuals, families, trusts, and estates. The firm uses a goals-based investment approach grounded in Modern Portfolio Theory and employs various investment vehicles, including ETFs and crypto-related ETPs, while leveraging technology tools such as artificial intelligence for operational support.

Michael Kauffman is a CFP® and ChFC® with six years of industry experience. He is currently with The Wealthcare Clinic and has held roles at NewRetirement Advisors, Boldin Advisors, and Schwab Private Client Investment Advisory, among others. Kauffman also provides financial planning services through NewRetirement, Inc. d/b/a Boldin. The Wealthcare Clinic, LLC is a fee-only registered investment adviser offering discretionary investment management and integrated wealth management for individuals, families, trusts, and estates. The firm uses a goals-based investment approach informed by Modern Portfolio Theory and employs a variety of investment vehicles while tailoring portfolios to clients’ objectives and risk tolerances.