This Month's Speaker
Kendyl will be leading a discussion and presenting on the 'Secure Act'
Kendyl L. Roundtree is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, Ca.
She has spent her career helping those going through life transitions, such as divorcees, widows, retirees, and new parents, make the best decisions when it comes to their financial affairs. Her comprehensive, goal-based approach to financial planning helps to identify the unique concerns each client has, and to develop and implement personalized strategies toward reaching their short and long term financial goals.
Kendyl is a Chartered SRI Counselor™, specializing in sustainable, responsible, and impact Investing (SRI). She provides her clients the opportunity to invest in a way that reflects their values surrounding environmental, social, and governance (ESG) issues.
Kendyl is very passionate about helping her community and is a member of The Divorce Transition Professionals, the Founder of The W Source’s Calabasas chapter, and a financial consultant for Women’s Economic Ventures, where she helps local business owners with their finances so their businesses can thrive.