Kenneth A Sanchez

Managing Director
read more

Lee Wolfe

Managing Director
read more

Mitchell Kauffman

Managing Director
read more

KaNoi Lam CFP®

Managing Director
read more

Katrina Sable, CFA

Financial Advisor - Portfolio Analyst
read more

Rakesh “Rocky” Patel

Financial Advisor
read more

Perris Clayton Kaufman, CRPC®

Financial Advisor
read more

Raffi Tutuyan

Portfolio Advisor
read more

Leslie Mencos

Registered Associate
read more

Sy Easling

Client Operations Associate
read more

Kelly Smith

Administrative Manager
read more

Barbara Lagunas

Operations Manager
read more

Miros Manjares

Administrative Assistant
read more

Mavis Seto

Operations Manager
read more

Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”

Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.

Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.