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.
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Managing Director & Principal
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 to 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 them create their lives by design, not default.
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 the FINRA Series 65 securities registration, as well as life and health insurance, 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), and a 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.
Susan L. Kendall is proud to have been recognized as a Business Experience advisor for 2022—a distinction based on annual production that places her among the top 57 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA 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 her two adult sons, James and Matthew, and their families. Susan is very active in the lives of her two grandsons, Luke and Zack (James’ sons). Susan and Mark will celebrate their 44th wedding anniversary this summer. She is also passionate about traveling, walking, and hiking with her family. She is an avid reader and amateur photographer (see her photos throughout this website). Her major hobby for the past 50-plus years has been tracing her family's genealogy and connecting with her roots in Hungary, England, and France.
Managing Director Chief Technology Officer
Mark Kendall
Managing Director & Chief Technology Officer
Mark W. Kendall manages the daily internal technology operations at Kendall Wealth Partners. That’s right, he is “our IT guy.” 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 our clients on technology issues. Mark has been working with Susan for the past 15 years in this capacity.
Prior to joining the firm, Mark was in the hospitality industry for over 20 years, specifically the wine industry. He is an amateur wine enthusiast and collector of fine wines. He loves to hike and travel, especially throughout Europe.
Mark attended San Jose State University and graduated in 1983 with a BS in business administration and a minor in economics.
Mark enjoys walking, road biking, and strength training. He also volunteers throughout the year with our son James at the Laguna Seca Raceway for community events sponsored by WeatherTech Raceway Laguna Seca [formerly the Sports Car Racing Association of the Monterey Peninsula (SCRAMP)]. He is a race enthusiast. He also enjoys his “Grandad” time with our young grandsons, Luke and Zack.
Financial Advisor Assistant
Angie joined Kendall Wealth Partners in 2022 as a financial advisor assistant. She completed her post-baccalaureate certificate in Financial Planning with Northwestern University in Evanston, IL, in 2022. She passed the CFP® examination in March 2023. She is training to be a financial advisor and CERTIFIED FINANCIAL PLANNER™ professional under Susan Kendall. Angie enjoys assisting Susan by providing excellent service to clients as they pursue their life dreams. Angie currently continues her pursuit of knowledge by studying to become an IRS Enrolled Agent, which will enable her to assist Susan in her tax practice.
Angie spent the past 15 years in the education sector, serving as a career advisor to undergraduate and graduate students at universities in Illinois, North Carolina, and California, and also as a high school humanities instructor at a private classical school. She fell in love with personal finance in the process of helping her family pay off a six-figure student loan debt. This prompted Angie to pursue a career as a financial advisor in helping others discover financial freedom.
Angie views financial planning as the perfect way to integrate her background in education with her passion for financial literacy. Her vocational calling is to help others identify their values and goals and achieve their dreams. Her goal is to assist families to utilize their finances as a tool for pursuing their passions. She has a special interest in charitable giving, life planning, and the unique financial issues affecting Gen X, millennials, and Gen Z.
Personal Life
Angie is a Monterey Bay area native, having grown up in the local Santa Cruz mountains. She credits her Santa Cruz upbringing with her love of the beach, hiking in the redwoods, water sports, and diverse people and food.
She graduated magna cum laude from UCLA with a bachelor’s degree in 2007. Upon graduation, she was inducted into the prestigious Phi Beta Kappa honor society. From 2007 to 2008, Angie lived in Jerusalem and the Palestinian Territories, where she taught English for one year while taking graduate courses at the Rothberg International School. Despite missing the financial crisis in the United States, she felt its devastating effects when the U.S. dollar tanked due to the change in the exchange rate, and she lost 25 percent of her savings, which she was living on as a student.
In 2008, she moved to the Chicago area to complete a master’s degree at Wheaton College. Upon graduation, she moved to North Carolina, where her husband, Jesse, was completing a medical residency in pediatrics. In 2013, they moved to California.
Outside of work, Angie enjoys spending time with Jesse, a local Monterey pediatrician, and their five young children. She swims with the Pacific Grove-based Master’s Swim Club several times per week and is actively involved at Wellspring Church. She also enjoys travel, backpacking, reading, and giving back to the community. She is currently training for her first marathon, the California International Marathon, in late 2023.