Kaufman Rossin Wealth Expands Team with Addition of David Liska

Kaufman Rossin | Press Release | October 1, 2020

Kaufman Rossin Wealth announced it has strengthened its wealth and investments management practice with the addition of David Liska as Senior Wealth Consultant.

Liska is a life-long South Florida resident with decades of experience in financial planning, investment and wealth management, and insurance solutions. As an investment consultant, David has developed and implemented comprehensive financial plans and solutions. He will work closely with clients to identify the best way to reach their financial and retirement goals.

“We are thrilled to have David on the team and are excited to continue expanding our practice to better serve our clients,” said Jay Pelham, president of Kaufman Rossin Wealth.

Kaufman Rossin Wealth is a Registered Investment Adviser and an affiliate of Kaufman Rossin and Kaufman Rossin Insurance Services. In addition to his role in the wealth practice, David will serve as Senior Insurance Consultant for Kaufman Rossin Insurance Services. Kaufman Rossin Wealth assists high-net worth individuals to craft and execute customized plans to reach their financial goals through sophisticated tools, expert financial advice, and investment management.

Kaufman Rossin Wealth, LLC (“the Firm”) is a registered investment advisor with the Securities and Exchange Commission. Reference to registration does not imply any particular level of qualification or skill. The content discussed in this website is for informational purposes only and should not be considered tailored investment, financial, or tax advice. Investing involves risk including complete loss of principal. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Asset allocation can be used as an investment strategy to assist in mitigating risk; however, it does not guarantee a profit or protect against loss. Due to various factors, including changing market conditions, such informational content provided by the Firm, including any opinions of the financial markets and investment strategies, may no longer be reflective of current positions and/or opinions.

¹The Kaufman Rossin Group consists of Kaufman Rossin CPAs and Advisors, a professional association providing accounting and advisory services; its wholly-owned subsidiaries Kaufman Rossin Wealth, LLC, a Registered Investment Adviser, Kaufman Rossin Insurance Services, an insurance solutions provider, Kaufman Rossin Registries, LLC, a registered agent and Kaufman Rossin Professional Services Private Limited, an India-based professional services provider; and its affiliated entity, Kaufman Rossin Alternative Investment Services, LLC, a full-service fund administration provider.
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