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Kendal Cann Email & Phone Number

Chief Executive Officer | Financial Advisor and Wealth Manager at Privileged Planning Inc
Location: Jacksonville, Florida, United States 7 work roles 1 school
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Current company
Role
Chief Executive Officer | Financial Advisor and Wealth Manager
Location
Jacksonville, Florida, United States
Company size

Who is Kendal Cann? Overview

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Quick answer

Kendal Cann is listed as Chief Executive Officer | Financial Advisor and Wealth Manager at Privileged Planning Inc, a company with 1 employees, based in Jacksonville, Florida, United States. AeroLeads shows a matched LinkedIn profile for Kendal Cann.

Kendal Cann previously worked as Chief Executive Officer | Financial Advisor & Wealth Manager at Privileged Planning Inc and Secretary Board of Directors at First Coast Honor Flight, Inc.. Kendal Cann holds Bachelor'S Degree, Economics from Florida State University.

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Email format at Privileged Planning Inc

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Privileged Planning Inc

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Profile bio

About Kendal Cann

🌟 Fee-Based Advisor | Financial Management & Planning Expert | Author | Entrepreneur 🌟Drawing from a wealth of financial expertise, I've woven a path that merges insights gained from childhood readings of the Wall Street Journal with a hands-on, educational approach to financial guidance. With over seven years of experience, including time at Privileged Planning, I specialize in building strong client relationships, offering customized advice, and instilling an entrepreneurial mindset. 💼✨Being one of the ten Dave Ramsey Endorsed Financial Advisors across Duval, Clay, and St. Johns counties, I'm devoted to ensuring compatibility with clients for lasting relationships. If our paths don’t align, rest assured, I’ll guide you to someone who suits your unique needs. 👥Beyond financial realms, I dwell in the sunny Jacksonville, Florida, balancing diverse roles from Secretary Director at First Coast Honor Flight 🇺🇸 to a minority owner in ventures like Real Estate Cake Inc. and Flood-Con LLC. My passion for financial literacy echoes in the pages of 'Mansa’s Little Reminders', a children’s book fostering early financial understanding and entrepreneurial spirit. 📖Let’s connect and craft your financial journey! Schedule a chat: https://calendly.com/kendalcann/linkedin_intro_callFind my book on Amazon, Ingram Sparks, and Kindle.Stay Connected:📸 Instagram: @Kendal.Cann🐦 Twitter: @Kendal_Cann📘 Facebook: @KendalCann

Listed skills include Teamwork, Customer Service, Microsoft Word, Microsoft Office, and 34 others.

Current workplace

Kendal Cann's current company

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Privileged Planning Inc
Privileged Planning Inc
Chief Executive Officer | Financial Advisor and Wealth Manager
Jacksonville, FL, US
Employees
1
AeroLeads page
7 roles

Kendal Cann work experience

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Chief Executive Officer | Financial Advisor & Wealth Manager

Current

Every individual's financial journey is distinct. Whether you're a high earner feeling shackled by your paycheck, a small business owner navigating unpredictability, or a entrepreneur seeking balance, Privileged Planning is your financial compass.Profiles:The High Earner: Breaking chains, one financial strategy at a time.The Empowered Divorcee: Pursuing.

Dec 2023 - Present

Secretary Board Of Directors

Current

First Coast Honor Flight is a non-profit who's mission is to take our local World War II, Korean War, and Vietnam Veterans to visit their War Memorials in Washington D.C. This is a unique opportunity to show our gratitude to these honored Veterans who made it possible for us to enjoy the freedoms we have today. At First Coast Honor Flight, we consider it a.

Nov 2020 - Present

Financial Advisor

Empowering individuals to make informed financial decisions 🌟With a deep-rooted passion for financial management, I proudly serve as a Financial Advisor at TOAMS Financial. My approach is holistic, ensuring every aspect of my clients' financial lives are addressed and optimized:- Budgeting: Crafting budgets that are both realistic and growth-oriented..

Mar 2021 - Dec 2023

Financial Advisor

St. Petersburg, Florida, US

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. MJP Financial is not a registered broker/dealer, and is independent of Raymond James Financial Services.

Jan 2018 - 2021

Marketing & Event Coordinator

St. Petersburg, Florida, US

Responsible for curation of all marketing initiatives including but not limited to social network outreach, advertising, and event planning for MJP Financial, an Independent firm of Raymond James Inc.

Jan 2017 - 2018

Sales Specialist

St. Petersburg, Florida, US

An entry level position Associates must serve while they learn the complex nature of Asset Management Services and acquire the Securities licenses necessary to move onto the Sales Team or another area within the department. In this role you are working directly with Financial Advisors to provide them with client approved material, comparative analysis, and.

Jun 2015 - Jul 2017
1 education record

Kendal Cann education

  • Florida State University
    Florida State University
    Economics
FAQ

Frequently asked questions about Kendal Cann

Quick answers generated from the profile data available on this page.

What company does Kendal Cann work for?

Kendal Cann works for Privileged Planning Inc.

What is Kendal Cann's role at Privileged Planning Inc?

Kendal Cann is listed as Chief Executive Officer | Financial Advisor and Wealth Manager at Privileged Planning Inc.

Where is Kendal Cann based?

Kendal Cann is based in Jacksonville, Florida, United States while working with Privileged Planning Inc.

What companies has Kendal Cann worked for?

Kendal Cann has worked for Privileged Planning Inc, First Coast Honor Flight, Inc., Toams Financial, and Raymond James.

How can I contact Kendal Cann?

You can use AeroLeads to view verified contact signals for Kendal Cann at Privileged Planning Inc, including work email, phone, and LinkedIn data when available.

What schools did Kendal Cann attend?

Kendal Cann holds Bachelor'S Degree, Economics from Florida State University.

What skills is Kendal Cann known for?

Kendal Cann is listed with skills including Teamwork, Customer Service, Microsoft Word, Microsoft Office, Powerpoint, Leadership, Event Planning, and Data Entry.

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