What departments does Kendall Wealth Partners have?

Kendall Wealth Partners has employees across 2 departments including Entrepreneurship, Customer Success.

What is the largest department at Kendall Wealth Partners?

The largest department at Kendall Wealth Partners is Entrepreneurship with 1 employees.

Where are Kendall Wealth Partners employees located globally?

Kendall Wealth Partners has employees across 1 continents and 1 countries including United States Of America.

How has Kendall Wealth Partners's team size changed over time?

Kendall Wealth Partners's team has remained stable from approximately 1 to 1 employees based on available data.

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Kendall Wealth Partners Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Kendall Wealth Partners is a small investment management firm that treats financial planning as a personal narrative. It emphasizes identifying what matters most to clients and building a holistic, life-centered plan around those priorities. This approach aims to simplify finances and empower clients to pursue their long-term goals.

Based in Pacific Grove, California, Kendall Wealth Partners provides securities and advisory services through Commonwealth Financial Network, a registered investment adviser. The firm positions itself as a planning-focused player within the investment management industry, delivering individualized guidance to individuals and families. Its operations are conducted by a small team dedicated to tailoring financial plans to each client's life goals.

Kendall Wealth Partners Global Highlights

North America
5

United States Of America
5

Kendall Wealth Partners's Leadership

A. B.
Founder
Mobile Phone
Email
A. G.
Client Services Manager
Mobile Phone
Email
G. W.
Client Service Manager
Mobile Phone
Email

Kendall Wealth Partners Employee Metrics

100%

50%

2026

2025

Business
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Kendall Wealth Partners

Name

Title

Contact Info

Location

Last Update

A. B.
Founder
Mobile Phone
Email
Oct 22, 2024
A. G.
Client Services Manager
Mobile Phone
Email
Oct 23, 2024
G. W.
Client Service Manager
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Kendall Wealth Partners known for?

Kendall Wealth Partners was founded in 1992 operates in the Investment Management industry. Explore Kendall Wealth Partners's company overview page for more information.

What is Kendall Wealth Partners's most common email format?

Kendall Wealth Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kendall Wealth Partners email formats with LeadIQ.

How many employees does Kendall Wealth Partners have currently?

Kendall Wealth Partners has approximately 3 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Kendall Wealth Partners's key employees and leadership?

As of July 2026, Kendall Wealth Partners's key employees include:

Founder: A. B.
Client Services Manager: A. G.
Client Service Manager: G. W.

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Kendall Wealth Partners Employee Directory

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