Our Team

Our Team

In 1992, Susan Kendall founded Kendall Wealth Partners, a client-centered financial services firm that is committed to helping our clients pursue "Superior Real-Life Financial Outcomes" by empowering them with a financial plan for life.  

Click on an image to learn more about our valued team members.

 

 

Susan L. Kendall, CPA, CFP®

Managing Director & Principal

As a certified public accountant (CPA/PFS) and a CERTIFIED FINANCIAL PLANNER professional, Susan provides a range of financial services for her clients. These services include assessing current financial situations, helping determine your financial goals, and working with you to develop and monitor a plan to attain those goals. 

Susan founded Kendall Tax & Financial Services in 1992 after working in the industry for more than 15 years. Susan was one of the first CPAs 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 transferred her investment business to Commonwealth Financial Network®, Susan is always striving for excellence and to offer her clients the best alternatives and most prudent options for their individual situations. Her affiliation with Commonwealth—which prides itself and delivers on providing indispensable service, powerful, integrated technology, and practice management expertise—enables Susan to offer outstanding guidance to her clients and remain on the cutting edge of excellence in an ever-changing industry. This enables Susan to spend more time working with her clients to help achieve their goals.
Education & Credentials
Susan graduated from San Jose State University in 1983 with a bachelor's degree in business administration with a concentration in accounting. She has earned the following professional designations: Certified Public Accountant (CPA) and the CERTIFIED FINANCIAL PLANNER certification. She also holds FINRA Series 7, 63, and 65 securities registrations; as well as life and health Insurance, real estate, and long-term care licenses in California. She is a member of the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA), the California Society of CPAs, and 1993 graduate of Leadership Monterey Peninsula. 

Susan values education as a way to promote professional excellence. She is an active member of the Financial Planning Association and served on the 2005 FPA Retreat Task Force Committee. In order to stay on the cutting edge, she attends several professional conferences a year in addition to maintaining the continuing education requirements for her various credentials, registrations, and licenses. 
 
BusExperience_seal
 

Susan L. Kendall is proud to have been recognized as a Business Experience advisor for 2019—a distinction based on annual production that places her among the top 47 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.


Personal life
When she's not helping her clients pursue their dreams and aspirations, Susan enjoys spending time with her husband, Mark, and their two teenage sons, James and Matthew. Susan and Mark recently celebrated their 30th wedding anniversary in Colombia. She is also passionate about traveling, skiing, and hiking with her family. She is an avid reader (see recommended book list) and amateur photographer (see her photos throughout this website). Her major hobby for the past 30 years has been tracing her family's genealogy.

Mark W. Kendall

Managing Director Chief Technology Officer

Mark W. Kendall manages the daily technology operations at Kendall Wealth Partners. He is responsible for keeping the technology on the cutting edge in addition to safeguarding the firm from security breaches and viruses. Mark also consults with the firm's clients on technology issues. Mark has been working with Susan for the past two years in this capacity.

Prior to joining the firm, Mark was in the hospitality industry for almost 20 years, specifically the wine industry. He is an amateur wine enthusiast and collector of fine wines. He loves to hike and travel, especially through Europe.

Mark attended San Jose State University and graduated in 1983 with a BS in business administration and a minor in economics.  

Mark enjoys road biking and manages to ride more miles a year than he drives. He also volunteers throughout the year with our son James at the Laguna Seca Raceway for community events sponsored by the Sports Car Racing Association of the Monterey Peninsula (SCRAMP).

James Kendall

Financial Advisor Assistant

A life-long Monterey Peninsula resident, James Kendall was born and raised in Pacific Grove, California. James has always been interested in business and his introduction to becoming an entrepreneur began at a young age.  He was five when Susan started her own business as Susan Kendall CPA and Kendall Financial Services. Over the years by watching Susan run her business James learned what it takes to overcome obstacles and create a business from scratch.

He had a first-hand look at what it meant to run a successful business. His early experiences

of being exposed to an entrepreneurial environment provided James with a great foundation which have helped James develop strong character traits and excellent work ethics.

James moved to San Luis Obispo after graduating from Pacific Grove High School. He attended Columbia College where he completed his B.S in Business Administration with honors in 2013. During college James worked in the hospitality industry which allowed him to refine his customer relationship and service skills.

"Treating people with respect and sincerity are two of the most important aspects of life and business," says James. "While working in the hospitality industry I learned that people always remember how you make them feel, not necessarily what you say. It is the experience they have that stands out in people's minds." James learned that attention to detail, persistence, integrity and focusing on the client are all key ingredients to building outstanding relationships.

James is also a big believer in giving-back to the Community.  He is an active member on the board of local organizations, such as the Hospice Giving Foundation, Monterey Commercial Property Owner’s Association, Salinas City Center Improvement Association and the Carmel Valley Land Use Committee. James has also enjoyed (prior to Covid-19) volunteering at major race events held at the Weathertech Raceway Laguna Seca.

James lives in Carmel Valley, California with his wife Nikki and their two young sons. He is fluent in Spanish. He is an avid reader and loves to travel. James spends his free time with his family, and enjoys hiking and biking the beautiful Carmel Valley and Big Sur countryside.