History of Kendall Wealth Partners
Susan Kendall, CPA, CFP®, founded Kendall Wealth Partners in 1992 after working in the accounting and tax professions since the early 1980s.
Susan was one of the first certified public accountants (CPA) in California to add financial services to her practice in 1996. From 1996-2003, Susan was affiliated with HD Vest Advisory Services, Inc., as an independent registered agent.
In 2003, Susan chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the U.S. She is always striving for excellence and aims to offer her clients the best alternatives and most prudent options for their individual situations. The alliance with Commonwealth ensures that her clients receive a wide variety of investment choices to complement their goals. Commonwealth also helps Kendall Wealth Partners best serve its clients in a seamless and efficient manner by providing back office, investment, and technology support. This enables Susan to do what she does best: spend more time with clients to achieve their goals.
What we do
We predominantly offer financial planning and asset management services with a strong background in individual and small business taxation.
Continually striving to be the best in her profession, Susan earned the CERTIFIED FINANCIAL PLANNER™ designation in 2001. This is a must-have credential for financial professionals, thus enabling us to offer premier financial planning services.
Our financial planning services are available on both a comprehensive basis or as a retirement planning tool only. Our asset management services provide customized portfolio design and monitoring for your entire investment net worth. Our ongoing financial planning helps you keep track of how you are doing on your life's financial journey. All of our services are offered on a fee-based basis.