Carol L. Petrov, CFP^®

Kendall Capital Management

600 Jefferson Plaza, 410
Rockville, MD 20852

(301) 838-9110 CONNECT WITH Carol

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

While we do not receive commissions on insurance or annuities; we will help you evaluate your current products and determine if they are still appropriate for you or if you could be better served by lower cost options.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Kendall Capital

General

Carol Petrov is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kendall Capital Management in Rockville, MD and the surrounding communities.

Financial Advisor Overview

We specialize in serving the financial needs of the Middle Class Millionaire™. While we have a team approach, my primary responsibilities include providing comprehensive financial planning services for new and existing clients while managing ongoing client needs. In addition to providing actionable advice, we strive to provide excellent service our clients can count on through good markets and bad. We work with estate attorneys and accountants to help our clients enjoy a comprehensive financial planning experience.

Financial Advisor Experience

I have over 16 years of experience as a Financial Planner and Relationship Manager. I enjoy helping clients transition into new chapters of their lives and giving them the extra time and attention they need and deserve.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Sudden Wealth, Nontraditional Households, Women's Finances