Kendall joined Concentric Wealth Partners in 2022 after earning degrees in Economics and Business-Finance from Randolph-Macon College. Kendall discovered a passion for personal financial planning during her college studies and enjoys the opportunity to help others incorporate their unique goals and objectives in a highly personalized financial plan.
In her role as Financial Planning Associate, Kendall supports our financial planning team in the development and analysis of tailored recommendations and solutions. Kendall has earned and maintains the CERTIFIED FINANCIAL PLANNER™ certification, securing a comprehensive understanding of holistic financial planning:
- CERTIFIED FINANCIAL PLANNER™: CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. This designation is designed to inform advisors of all complexities of the changing financial climate and prepare them on how to make recommendations in your best interest. Visit the CFP Board website for more information.
Kendall is an accomplished equestrian and when she isn’t helping our team and clients develop financial plans, she is either riding, caring for, and competing with her horse “Miner” up and down the East Coast or assisting her parents on their family-owned cattle farm in the Blue Ridge Mountains of Virginia.
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.
