Susan L. Kendall,  CFP<sup>&reg;</sup> - Financial Advisor

Susan L. Kendall, CFP®

CPA/PFS, AIF,

Kendall Wealth Partners

315 Grand Ave
Pacific Grove, CA 93950
FINANCIAL ADVISOR'S WEBSITE
(831) 372-2257 CONNECT WITH Susan
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General

Susan Kendall is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kendall Wealth Partners in Pacific Grove, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

Susan L. Kendall (CA Insurance Agent License #0C11898) is a Registered Representative & Investment Adviser with/and offers Securities & Advisory Services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency or Kendall Wealth Partners.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Disaster Recovery, Investment Management, Employee Benefits, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Medical & Health Issues, Personal Taxes, Women's Finances

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