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:
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