Broker Check
Moss  Kaufman

Moss Kaufman

President CFP®, EA, CLTC

Moss Kaufman has spent his entire career in the financial services industry.  He spent just over a year as a banking trainee before spending 5 years as an insurance agent, agency manager and then as an independent broker. Moss has an active financial planning practice as well as a tax practice for which he prepares over 350 individual and trust returns a year.  He often works in cooperation with accountants, financial planners, attorneys, and other advisors. 

Moss majored in economics in college and continued his studies in that field on a graduate level before starting his career in Financial Planning.  Moss has the following FINRA registrations: 6, 7, and 63.  He became a CFP in November of 1994 and was enrolled to practice before the IRS in June 1996.  On July 2001 he completed studies and became a Fellow of the National Tax Practice Institute.

He tries to spend at least 80 hours a year taking professional educational courses and seminars.  Over the years he has taught and lectured before civic and community groups in various capacities as a financial planner and tax adviser.  He has taught CE courses for the FPA, NATP, NYSIA as well as NCCPAP and the IRS.  Moss has been a volunteer and has served on many boards and committees.  He is a past president of the Long Island Chapter of the Financial Planning Association.