Krystle Kaufman, CPFA

RETIREMENT PLAN CONSULTANT

Krystle Kaufman is a Retirement Plan Consultant at Bukaty Companies Financial Services. She is a second generation financial planner who brings more than eight years of industry expertise to the firm. In her role, Krystle focuses solely on helping institutional clients with 401(k)s, non-qualified deferred compensation plans, ERISA and Non-ERISA 403(b) plans. Her responsibilities include providing in-depth retirement plan consulting to plan fiduciaries by offering a comprehensive array of services, all designed to help clients address fiduciary requirements entailed by offering a qualified retirement plan.

As an investment fiduciary to her corporate plans, Krystle helps plan sponsors identify unseen or unknown risks. After having held thousands of group meetings and one‐on‐one sessions, she is skilled in helping plans in their efforts to increase both deferral and participation rates for employees. Krystle has a passion for helping individual employees become more educated about savings, investments and subsequently guiding them to pursue their retirement goals. Krystle is also a regular speaker at conferences and forums where she shares her knowledge about the roles and responsibilities of retirement plan fiduciaries.

Prior to joining Bukaty Companies, Krystle worked as a wealth advisor for United Capital Financial Advisors, where she serviced the firm’s existing book of clients with excellent customer services, implemented new ideas, originated new business and provided comprehensive financial planning for individual high-net-worth individuals.

Education & Training

  •  B.S. in Physiology & Kinesiology from the University of Florida
  • Masters of Business Administration – specializing in Financial Planning from Florida Atlantic University

Specialty

  • Retirement Planning
  • Financial Planning
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