Carol Kaufman is the Vice President and Senior Partner at Firestone Capital Management, a role she has held since 1996. She specializes in wealth management for high-net-worth families. Carol holds an MBA from Syracuse University and an undergraduate degree in finance with high honors from Emory University.
Outside of her professional life, Carol is a member of the National Council of Jewish Women. She took a career break to focus on raising her three daughters before re-entering the workforce and pivoting into personal financial planning.
After a successful early career in commercial lending, she returned to academia at the University of Miami to become a CERTIFIED FINANCIAL PLANNER™.
Carol Kaufman
CFP, Vice President at Firestone Capital Management, Inc.
Miami, Florida, United States
Overview
Topics They Care About
High-Net-Worth Families
Her entire practice is dedicated to wealth management for this specific client segment, focusing on asset protection and diversification.
Holistic Financial Planning
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), her focus is on comprehensive strategies including tax, retirement, and estate planning, not just investment returns.
Jewish Community
She is an active member of the National Council of Jewish Women, a grassroots organization of volunteers and advocates.
Media Appearances
Carol has no verified media appearances
Work History
CFP, Vice President at Firestone Capital Management, Inc.
Education
Education details unavailable from Emory Unive
More Information
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Location : Miami, Florida, United States
Job Level : Senior
Designation : CFP, Vice President at Firestone Capital Management, Inc.
