Gregory Kendall
- Role
- Financial Consultant at Fidelity Investments
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Gregory Kendall
Being in Houston the majority of my clientele is in the Energy or the Medical space. Two…
Experience
Financial Consultant
Sep 2022 — Present
As a Certified Financial Planner™, I’ve had the opportunity to develop a three-step process that has enabled many of my clients to attain their financial goals. Throughout this process I partner with my clients each step of the way. First, I get a chance to know my clients personally, what their goals and their priorities are so I can get a core understanding of what is most important to them. Once I have a base understanding of their goals, we proceed to discussing finances. Second, using a holistic approach, we analyze the finances and budget, all while tying it back to the client priorities to develop a plan. The analysis is comprised of two components the Quantitative (the numbers themselves) and Qualitative (What those numbers mean in real terms). Third, we optimize finances and accounts using the analysis as a framework then continual monitoring to ensure that whichever phase of life my clients are in, we can make needed adjustments all while the same goals and priorities remain the focal point of everything we do.
Skills
- Banking
- 401k
- Series 7
- Sales
- Investments
- Final Cut Pro
- Series 6
- Sales Management
- Cima®
- Mutual Funds
- Finance
- Series 63
- Financial Services
- Customer Service
- Financial Advisory
- Uniform Combined State Law
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