Perris Clayton Kaufman,
CRPC®
Financial Advisor
Woodland Hills Office:
20750 Ventura Boulevard, Suite 240 / Woodland Hills, CA 91364 / 818.587.9435
Perris has been a financial advisor with KWM Wealth Advisory since 2022. Perris believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients pursue their long-term financial goals.
Previously, he served as a financial advisor at Wells Fargo Advisors, vice president relationship manager at Banc of California and a private banker at JPMorgan. Perris dedicates himself to helping clients pursue their goals in all stages of their financial lives. With 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 is very involved at Moorpark Country Club, where he is an active golfer.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients.Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
