Clark Kendall
President and Founder of Kendall Capital Management, Inc. Author of Middle-Class Millionaire
- Role
- President at Kendall Capital Management
- Location
- Rockville, MD, US
- LinkedIn followers
- 500 followers
About Clark Kendall
With over 30 years of experience in investment and wealth management, I bring a…
Experience
President
Jan 2005 — Present · Rockville, MD, US
My focus as President of Kendall Capital is to serve the Washington, D.C. area’s “Middle Class Millionaires” as a fee-only, fiduciary investment advisor. As the leader of seven talented financial professionals, I set the policies and procedures for our various investment strategies to ensure that our clients are able to meet their financial goals and objectives. I am a NAPFA- Fee Only, Fiduciary, Independent, Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Analyst® and an Accredited Estate Planner®.
Skills
- Strategic Planning
- Small Business
- Equities
- Investment Strategies
- Wealth Management
- Financial Modeling
- Portfolio Management
- Budgeting
- Strategy
- Mutual Funds
- Investment Management
- Leadership
- Estate Planning
- Financial Reporting
- Management Consulting
- Asset Managment
- Retirement Planning
- Fixed Income
- Financial Advisory
- Financial Services
- Retirement
- Strategic Financial Planning
- Budgets
- Finance
- Asset Management
- Financial Planning
- Investments
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