Kenneth A Sanchez

Managing Director
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Lee Wolfe

Managing Director
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Mitchell Kauffman

Managing Director
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KaNoi Lam CFP®

Managing Director
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Katrina Sable, CFA

Financial Advisor - Portfolio Analyst
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Rakesh “Rocky” Patel

Financial Advisor
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Raffi Tutuyan

Registered Associate
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Leslie Mencos

Registered Associate
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Sy Easling

Client Operations Associate
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Kelly Smith

Administrative Manager
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Barbara Lagunas

Operations Manager
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Miros Manjares

Administrative Assistant
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Mavis Seto

Operations Manager
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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.