Susan Kendall, CPA, CFP®

Susan Kendall, CPA, CFP®

Founder of Kendall Wealth Partners

Susan Kendall, CPA, CFP®, founded Kendall Wealth Partners in Pacific Grove (located near Monterey) 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. In 2003, Susan chose to partner with Commonwealth Financial Network®, which was already recognized as one of the preeminent independent broker/dealers in the United States. More information about Susan can be found on her website at www.kendallwealthpartners.com.

Commonwealth Business ExperienceSusan 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.