Gregory Kendall Email & Phone Number
Financial Planner @ Rethink Wealth
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Gregory Kendall Location
- Houston, TX, US
Gregory Kendall Work
- Financial Planner @ Rethink Wealth (August 2026 - Present)
- Financial Consultant @ (September 2022 - March 2026)
- Vice President - Senior Advisor Consultant @ (September 2019 - September 2022)
- Vice President - Regional Senior Advisor Consultant @ (September 2015 - September 2019)
- Advisor Consultant @ (April 2010 - September 2015)
- Personal Banker I @ (November 2007 - April 2010)
Gregory Kendall Education
- Yale School of Management
Investment Management Theory and Practice
- University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor®
- Rice Business
Certified Financial Planner™ Education Program
- San Francisco State University
BA (Radio and Television)
Gregory Kendall Skills
- 401k
- Banking
- CFP
- CIMA®
- Certified Financial Planner
- Communication
- Customer Service
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Financial Statement Analysis
- High-Net-Worth Individuals (HNWI)
- Holistic Financial Planning
- Investments
- Mutual Funds
- Practice Management
- Retirement Planning
- Sales
- Sales Management
- Series 7
- Uniform Combined State Law
- Wealth Preservation Planning
- eMoney
- Series 63
- Series 6
- CIMA
- Final Cut Pro
Gregory Kendall Summary
- Gregory Kendall, based in Houston, TX, US, is currently a Financial Planner at Rethink Wealth. Gregory Kendall brings experience from previous roles at Fidelity Investments and Franklin Templeton. Gregory Kendall holds a Investment Management Theory and Practice @ Yale School of Management. With a robust skill set that includes 401k, Banking, CFP, CIMA®, Certified Financial Planner and more. Gregory Kendall has 2 emails and 1 mobile phone numbers on RocketReach.
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