Jennifer Berdell
Founding Partner, Director of Financial Planning & Wealth Management @Kinloch Capital
Richmond, VA, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
May 2019 — Present
Founding Partner, Director of Financial Planning & Wealth Management @Kinloch Capital
View department →
Investment Management & Financial Planning Firm
SKILLS
Certified Financial PlannerFinancial AdvisoryAlternative InvestmentsIrasSeries 65401k RolloversWealth Management ServicesSeries 63InvestmentsWealth ManagementInvestment StrategiesStrategic Financial PlanningSeries 7Uniform Combined State LawPortfolio ManagementMutual FundsAsset AllocationSaving for EducationRetirementInvestment AdvisoryRetirement Planning
ABOUT JENNIFER BERDELL
Certified Financial Planner Certified Divorce Financial Analyst
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.