Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Building cranes

George Kaufman

Senior Vice President–Wealth Management

Financial Advisor

George began his financial services career in 1997 with Gradison in 2001. Now with UBS, his primary focus is on financial planning and portfolio management. George earned a B.S. in economics and B.A. in philosophy from Miami University, Oxford, OH, and continued his professional education earning his Series 7, 66 securities licenses and Ohio life, accident and health insurance and variable annuity licenses. George is a CERTIFIED FINANCIAL PLANNERTM Certificant and a Chartered Retirement Plans SpecialistSM. George is also active in community service including the Cincinnati Rotary. A greater Cincinnati native, George is married and enjoys tennis and gardening.

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • OK
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • B.S., Economics B.A., Philosophy , Miami University - Oxford, Oh

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Plans Specialist
8044 Montgomery Road
Suite 100W
Cincinnati, OH 45236
  • (513) 792-2104

Email Me

The circular economy: What is it?

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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