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Perris Kaufman joined KWM Wealth Advisory as a key member of their team with the role of Financial Advisor.
Previously, he served as a financial advisor at Wells Fargo Advisors, Vice President Relationship Manager at Banc of California, and private banker at JPMorgan. 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.
Perris has attained the Chartered Retirement Planning Counselor™ designation. To earn the designation, Perris completed coursework and an exam on retirement planning for individuals. The focus is on pre- and post-retirement needs and issues related to asset management and estate planning.
Perris holds the following industry registrations: Investment Company/Variable Contracts Products Limited Representative (Series 6); Uniform Combined State Law Examination (Series 66); and California Life, Health, and variable insurance licenses (including annuities). CA Insurance License #0I99507.
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.