About: Kendyl L. Roundtree is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California. She has spent her career helping those going through life transitions, such as divorcees, widows, retirees, and new parents, make the best decisions when it comes to their financial affairs. 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.
Kendyl is a Chartered SRI Counselor™, specializing in sustainable, responsible, and impact investing (SRI). She provides her clients the opportunity to invest in a way that reflects their values surrounding environmental, social, and governance (ESG) issues.
Socially Responsible Investing
Tax Reduction Strategies
Business Owner Planning
Estate Planning & Charitable Giving
Personal Risk Management & Insurance (Life, Disability, and Long-term care)
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 a member of The Divorce Transition Professionals, the Founder of The W Source’s Calabasas chapter, 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.
CERTIFIED FINANCIAL PLANNER™ certification program, California Lutheran University
Masters of Business Administration, Dispute Resolution, Pepperdine University
Masters of Science in Financial Planning, California Lutheran University, expected 2019
Chartered SRI Counselor™, College for Financial Planning
Bachelor of Fine Arts in Communication Studies, Honor of Magna Cum Laude, Loyola Marymount University
She also holds Series 7 and Series 66 securities registrations, and Life, Accident & Health Insurance license. Her background and experience provide Kendyl with a well-rounded perspective that is instrumental in helping her clients create personalized strategies to achieve their goals.
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