Ken Kendall Email & Phone Number
Owner and President @ Kendall Financial, LLC
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Ken Kendall Location
- Flower Mound, TX, US
Ken Kendall Work
- Owner and President @ (January 1968 - Present)
- Agent @ (January 2006 - January 2022)
- OSJ Branch Manager @ (March 1994 - June 2006)
- Financial Services Representative @ Plan America/Texins Credit Union (October 1991 - March 1994)
Ken Kendall Education
- Certified Financial Planner Board
CFP (Economics, tax, estate planning, investment planning)
1988-1992 - The American College of Financial Services
Chartered Life Underwriter (CLU) (Financial Planning and Services)
1971-1975 - Spring Arbor University
BA (Business)
1966-1970
Ken Kendall Skills
- 401 K Rollovers
- Active Listener
- Confidentiality of Client Services & Needs
- Education Expense Knowledge & Planning
- Estate Planning
- Family Financial Plannine
- Financial Analysis
- Financial Knowledge + Ken's Expertise = Family Security
- Financial Security
- Guidance for Family Financial Security
- IRA Rollovers
- Investment Strategies
- Life Insurance Strategies
- Mortgage Planning
- Retirement Income Strategies
- Retirement Plan Consulting
- Banking
- Accounting
- Confidentiality Of Client Services And Needs
- Strategic Planning
- Marketing
- Education Expense Knowledge And Planning
- Management
- Financial Knowledge
- Ken's Expertise = Family Security
Ken Kendall Summary
- Ken Kendall, based in Flower Mound, TX, US, is currently a Owner and President at Kendall Financial. Ken Kendall brings experience from previous roles at Ohio National Financial Services, Transamerica and Plan America/Texins Credit Union. Ken Kendall holds a 1988 - 1992 CFP in Economics, tax, estate planning, investment planning @ Certified Financial Planner Board. With a robust skill set that includes 401 K Rollovers, Active Listener, Confidentiality of Client Services & Needs, Education Expense Knowledge & Planning, Estate Planning and more. Ken Kendall has 2 emails and 1 mobile phone numbers on RocketReach.
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