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Perris Kaufman joined KWM as a key member of their advisory team with the role of Financial Advisor/Financial Analyst.
Previously, he served in various roles at Wells Fargo Advisors, Banc of California and JPMorgan including Vice President Relationship Manager and Financial Advisor. Perris dedicates himself to helping clients pursue their goals in all stages of their financial lives. With a keen attention to detail, Perris tailors investment strategies and helps clients navigate each unique stage of life.
As a Chartered Retirement Planning Counselor®, Perris has broad financial knowledge in personal retirement planning and management.Perris holds the following industry registrations: General and Variable Securities Representative (Series 7); Uniform Combined State Law Examination (Series 66); and California Life, Health Insurance License #0I99507. Resident State CA.Perris is very involved at Moorpark Country Club, where he is an active golfer.
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.