Bobbi Kaufman Email & Phone Number
Founder and CEO @ Financial Wellness Strategies
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Bobbi Kaufman Location
- Boca Raton, FL, US
Bobbi Kaufman Work
- Chief Financial Education Advisor @ (August 2026 - Present)
- Founder and CEO @ (February 2023 - Present)
- Author @ Launching Financial Grownups (March 2022 - Present)
- Author @ How to be a Financial Grownup. Proven Advice from High Achievers on How to Live (January 2016 - Present)
- Personal Finance Expert @ (August 2024 - August 2026)
- Founder @ (April 2021 - September 2024)
- Founder @ BRK Media LLC (February 2017 - September 2024)
- Host @ Wellness for Financial Grownups podcast (January 2018 - November 2023)
- Personal Finance Expert @ (February 2020 - January 2023)
- Host, Solve It - JP Morgan Asset Management @ (May 2019 - April 2021)
- Co Host Money with Friends podcast @ (June 2019 - December 2020)
- Reuters Money Columnist @ (June 2015 - February 2017)
- Team Leader, Business Video @ (January 2015 - February 2017)
- Chief Television Correspondent and Anchor, Business Video @ (January 2001 - February 2017)
- Producer and On-air Reporter @ (November 1997 - January 2001)
- Market Reporter @ (January 1995 - January 1997)
- Guest Booker and Associate Producer @ (August 1992 - August 1995)
Bobbi Kaufman Education
- Kansas State University
Graduate Certificate in Financial Therapy (Psychology)
2025-2026 - University of Pennsylvania
Bachelor's degree (Communication and Media Studies)
- New York University
Certificate in Personal Finance (Personal Finance)
- Dwight-Englewood School
Bobbi Kaufman Summary
- Bobbi Kaufman, based in Boca Raton, FL, US, is currently a Founder and CEO at Financial Wellness Strategies. Bobbi Kaufman brings experience from previous roles at Accredited Debt Relief, Launching Financial Grownups, How to be a Financial Grownup. Proven Advice from High Achievers on How to Live and Digital Brands, Inc.. Bobbi Kaufman holds a 2025 - 2026 Graduate Certificate in Financial Therapy in Psychology @ Kansas State University. Bobbi Kaufman has 3 emails on RocketReach.
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