Kendyl Roundtree | Financial Advisor

SAGEMARK CONSULTING | LINCOLN FINANCIAL ADVISORS
ROUNDTREEFINANCIAL.COM
KENDYL.ROUNDTREE@LFG.COM | (818) 540-6916


About: Kendyl L. Roundtree is a financial planner and investment advisor representative in Westlake Village, California, where she helps individuals and business owners, as well as those going through life transitions, including divorcees, widows, retirees, and new parents, make the best decisions with regard to the accumulation and preservation of their wealth. Her comprehensive, goal-based approach to financial planning helps to identify the unique concerns each client has, and to develop and implement personalized strategies toward reaching their short and long term financial goals. Her team of CERTIFIED FINANCIAL PLANNER™ professionals have been proudly serving the local community and many around the country for over 37 years.

In addition to retirement, investment, and estate planning, Kendyl has an expertise in personal risk management and insurance, including life, disability income and long-term care insurance. Her and her team specialize in:

  • Investment Planning

  • Retirement Planning

  • Tax Reduction Strategies

  • Business Owner Planning

  • Estate Planning & Charitable Giving

  • Personal Risk Management & Insurance

  • Cash Flow & Budgeting

Her goal-based approach to financial planning is to gather adequate and reliable financial information from her clients; to determine the client’s goals and objectives, time horizon, and risk tolerance; to analyze the information in order to develop a comprehensive financial plan for consideration; to educate her clients about financial planning alternatives; to implement strategies selected by the client; and to encourage periodic reviews of the financial plan. She believes a client should be both informed and involved in their financial affairs. 

Kendyl is very passionate about helping her community and is an active member of Sherman Oaks Chamber of Commerce and a financial consultant for Women’s Economic Ventures, where she helps local business owners with their finances so their businesses can thrive. When she is not helping her clients, Kendyl enjoys traveling, painting and spending time with friends and family. 

Specialties: Kendyl has a Master’s Degree in Business Administration from Pepperdine University with a focus in Dispute Resolution from the Pepperdine School of Law. Prior to that, she earned her Bachelor’s degree from Loyola Marymount University (LMU) in Sociology and Communication Studies. She holds Series 7 and Series 66 securities registrations, Life, Accident & Health Insurance license, and is a CERTIFIED FINANCIAL PLANNER™ candidate. Her background and experience provide Kendyl with a well-rounded perspective that is instrumental in creating unique and suitable financial planning strategies for her clients.

Quote: "If you feel rooted in your home and family, if you’re active in your community, there’s nothing more empowering. The best way to make a difference in the world is to start by making a difference in your own life.” – Julia Louis-Dreyfus

Connect: Contact Kendyl at Kendyl.Roundtree@lfg.com or at (818) 540-6916, or visit her website below!

MEMBER SINCE AUGUST 2018


Kendyl Roundtree is a registered representative of Lincoln Financial Advisors, a broker/dealer, member SIPC, and offers investment advisory service through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN-2222655-082418

Jenna Glassock | Founding Attorney

JENNA GLASSOCK APC | WWW.JENNAGLASSOCK.COM
JENNA@JENNAGLASSOCK.COM | (323) 325-1022


About: After attending NYU and UCLA law schools, Jenna spent four years as a corporate litigator at Latham & Watkins LLP. She briefly left law to receive her MBA from UCLA Anderson School of Management, where she studied business and entrepreneurship and graduated first in her class. She then launched Glassock Law APC, an estate planning and trust administration law practice. Given her own emotionally painful experience with the probate system after her mom passed away, Jenna loves that she gets to spend her time helping others make important and difficult decisions in order to save their family time, money, and heartache down the road.

Specialties: Jenna specializes in designing and drafting trusts, wills, and incapacity documents for her clients. While she has worked with a diverse variety of individuals, the majority of her clients are parents and/or business owners.

Quote: “My mother told me to be a lady. And for her, that meant to be your own person, be independent.” - Ruth Bader Ginsburg

Connect: Contact Jenna at jenna@jennaglassock.com or at (323) 325-1022, or visit her website below!

MEMBER SINCE NOVEMBER 2018

Lara Donigian | Sales Manager/Mortgage Broker

CALIBER HOME LOANS | WWW.CALIBERHOMELOANS.COM
LARA.DONIGIAN@CALIBERHOMELOANS.COM | (818) 802-2333


About: Lara has been working in the home loan banking and mortgage broker industry for 20 years. She loves networking with other professionals. The best thing about her business is that she gets to help someone with their home loan financing. Lara helps them through the challenges and they get their needed refinance or they purchase a home.

Specialties: Lara’s specialty is tricky loans, self-employed borrowers and loan products that fall out of the box.

Quote: “Your beliefs become your thoughts, Your thoughts become your words, Your words become your actions, Your actions become your habits, Your habits become your values, Your values become your destiny.” - Mahatma Ghandi

Connect: Contact Lara at lara.donigian@caliberhomeloans.com or at (818) 802-2333, or visit her website below!

MEMBER SINCE NOVEMBER 2018