Carol Petrov, Cfp®, Cpwa® Email and Phone Number
Carol Petrov, Cfp®, Cpwa® work email
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Carol Petrov, Cfp®, Cpwa® personal email
My passion is to help the Middle-Class Millionaire® feel more secure about their financial future while saving them time and energy. At Kendall Capital, I get to do that every day by educating and planning for my clients. I also give them peace of mind in knowing that I am truly their Fiduciary adviser and will always represent their best interests because I don't get paid by commissions.As a Certified Financial Planner (CFP) with 20 years of experience, I have seen how changes in the investment industry have made it incredibly complicated to save money and plan for our futures. When a client hires Kendall Capital Management to help them, they know that we will give them unbiased advice because as Fee-Only advisors, we are only compensated by our clients.We understand the challenges that families in Montgomery County, Maryland and throughout our nation face when it comes to saving for college, helping an elderly parent and growing their own assets. They have common concerns about paying unnecessary taxes or wonder if they've done proper estate planning, too. They should expect expert advice, prudent investment management and excellent service and will receive all of that when they work me and my colleagues at Kendall Capital Management. Our typical clients are couples planning their retirement, recently divorced spouses learning how to manage their own assets, and elderly individuals who need a little extra care and attention. As a mom who takes care of her aging mom, I understand the challenges faced by the "sandwich generation" and strive to make it easier for them to succeed on both fronts. When I'm not at the office, I'm volunteering to support my son's PTA and baseball team or traveling to hear country music artists in concert and getting to know the locals in other parts of our wonderfully diverse country.The combination of Fee-Only and Fiduciary advisory services is typically offered only to ultra high net worth individuals and institutions. However, at Kendall Capital, we believe more individuals and families deserve this the same expert financial planning advice and investment management so our asset minimum is $500,000, including current employer sponsored retirement plan accounts.
Kendall Capital
View- Website:
- kendallcapital.com
- Employees:
- 8
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Vice President & Senior Relationship ManagerKendall Capital May 2014 - PresentRockville, MarylandAs the Vice President of Financial Planning and Client Service, Carol provides sophisticated yet understandable financial plans for new and existing clients while managing their day-to-day needs . She and her team, strive to provide excellent service through good investment markets and bad. She works with estate attorneys and accountants to help clients enjoy a comprehensive financial planning experience and address complex financial planning issues faced by the Middle-Class Millionaire. -
Senior Registered AssociateMorgan Stanley Nov 2008 - May 2014Obtained Certified Financial Planner designation.Managed the client service aspects of high net worth clients and those simply with high expectations.Learned numerous techniques and strategies to assist in asset gathering and consolidation, estate preparation and settlements, and generally simplify processes for our clients. -
Financial AdvisorFirst Financial Group Apr 2007 - Nov 2008Bethesda, MarylandAssisted clients evaluate and meet their financial goals through the Living Balance Sheet approach to financial planning. Utilized whole life, disability income and long-term care insurance to provide protection, assurance and investment growth to their overall financial net worth.
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Financial AdvisorAmeriprise Financial Services, Inc. Jul 2001 - Apr 2007Operated my own franchise for 4 years.Met clients through a variety of marketing initiatives but enjoyed providing seminars the most.Educated clients on Investment and Insurance Planning strategies to meet their financial goals so they could feel more confident, worry less, and enjoy life.
Carol Petrov, Cfp®, Cpwa® Education Details
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Business Administration, Management And Operations -
Walter Johnson High School
Frequently Asked Questions about Carol Petrov, Cfp®, Cpwa®
What company does Carol Petrov, Cfp®, Cpwa® work for?
Carol Petrov, Cfp®, Cpwa® works for Kendall Capital
What is Carol Petrov, Cfp®, Cpwa®'s role at the current company?
Carol Petrov, Cfp®, Cpwa®'s current role is Fee-Only Fiduciary Financial Advisor serving the Middle-Class Millionaire®.
What is Carol Petrov, Cfp®, Cpwa®'s email address?
Carol Petrov, Cfp®, Cpwa®'s email address is cp****@****tal.com
What schools did Carol Petrov, Cfp®, Cpwa® attend?
Carol Petrov, Cfp®, Cpwa® attended The George Washington University, Walter Johnson High School.
Who are Carol Petrov, Cfp®, Cpwa®'s colleagues?
Carol Petrov, Cfp®, Cpwa®'s colleagues are Clark Kendall, "dave" James D. Walker, Cfp®, Clark Kendall, Cfp®, Cfa, Aep®, Jason Tkach, Cfa, Christin Hinrichsen, Katie Taylor.
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