Raymond James welcomes California advisor group managing over $1 billion in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of four financial advisors to Raymond James Financial Services (RJFS) – the firm's independent advisor channel – according to Theresa Schnetz, Western division director for RJFS.
The team, led by Kenneth A. Sanchez, Lee Wolfe, Mitchell Kauffman, CFP®, and KaNoi Lam, CFP®, who serve as managing directors at KWM, arrives from Stifel where they managed over $1 billion in client assets. As KWM Wealth Advisory (KWM), based in Pasadena, California, with additional presence in Honolulu, Hawaii, they provide comprehensive wealth management and financial planning guidance to families, business owners, corporate executives, individuals, pre-retirees and retirees. The team is supported by nine financial services professionals.
“Raymond James’ ongoing focus on technology was among the primary reasons KWM decided to align with the firm,” said Sanchez. “Its leadership clearly demonstrates priorities that align with clients and advisors alike.”
Sanchez began his financial services career in 1994 and joins RJFS after four years at his previous firm. He earned a master’s degree in global business and organizational dynamics from Pepperdine University.
Wolfe has helped clients pursue their financial goals since 1995. He earned a bachelor’s degree in economics from San Diego State University.
Kauffman is a CERTIFIED FINANCIAL PLANNER® professional who has been serving the financial needs of clients for more than 40 years. He earned a bachelor’s degree in business economics and political science from the University of California Santa Barbara and a master’s degree in business administration from Claremont Graduate University.
Lam brings more than 28 years of experience in financial planning and investment management to the KWM team. She holds a bachelor’s degree in business administration from the University of Hawaii in addition to the CERTIFIED FINANCIAL PLANNER® professional designation.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.92 trillion as of June 30, 2026. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. KWM Wealth Advisory is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.