July 19th, 2016

The Importance of Working with a CFP® and the Meaning of Those Initials

At Kendall Capital, you have the opportunity of working with two Certified Financial Planners™ (CFPs®), Clark Kendall and Carol Petrov. But what exactly makes the CFP® designation so important to your wealth management and investment goals? When you work with a CFP®, you’re working with someone with extensive training that is not only knowledgeable but … Continue reading “The Importance of Working with a CFP® and the Meaning of Those Initials”

July 13th, 2016

The Rise of the Fee-Based Financial Professional

A wave of change is transforming the financial services profession. Increasingly, financial professionals are choosing to be compensated, partly or wholly, through fees rather than through commissions. This is a real change from the old status quo. In the past, compensation usually resulted from product sales. A client opened up an investment, and the broker … Continue reading “The Rise of the Fee-Based Financial Professional”