Senior Financial Planner
CurrentFinancial planner at SoFi working with members one on one, leading financial education events, and engaging with the media on personal finance topics
Jan 2022 - Present
AeroLeads people directory · profile
Kendall Meade, Cfp®, Cft™ Email & Phone Number
Senior Financial Planner at SoFi
at
SoFi
1 work email found
@sofi.org
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Planner at SoFi
Location
Charleston, South Carolina Metropolitan Area, United States
Company size
Who is Kendall Meade, Cfp®, Cft™? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kendall Meade, Cfp®, Cft™ is listed as Senior Financial Planner at SoFi at SoFi, a with 1 employees, based in Charleston, South Carolina Metropolitan Area, United States. AeroLeads shows a work email signal at sofi.org and a matched LinkedIn profile for Kendall Meade, Cfp®, Cft™.
Kendall Meade, Cfp®, Cft™ previously worked as Senior Financial Planner at Sofi and Associate Financial Advisor at Baird. Kendall Meade, Cfp®, Cft™ holds Bachelor Of Business Administration (Ba), Finance And Entrepreneurship / Business Development from University Of North Carolina Wilmington.
Company email context
Email format at SoFi
This section adds company-level context without repeating Kendall Meade, Cfp®, Cft™'s masked contact details.
*@sofi.org
68% confidence
AeroLeads found 1 current-domain work email signal for Kendall Meade, Cfp®, Cft™. Compare company email patterns before reaching out.
Profile bio
About Kendall Meade, Cfp®, Cft™
Kendall is a financial planner at SoFi and spends her time working with members one on one, leading financial education events, and engaging with the media on personal finance topics. Prior to joining SoFi, Kendall was part of the private wealth management group at Robert W. Baird & Co and she is a CERTIFIED FINANCIAL PLANNER™ professional and a CERTIFIED FINANCIAL THERAPIST-Level 1™ professional.
Listed skills include Microsoft Excel, Microsoft Word, Powerpoint, Marketing, and 13 others.
Current workplace
Kendall Meade, Cfp®, Cft™'s current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Kendall Meade, Cfp®, Cft™ work experience
A career timeline built from the work history available for this profile.
Associate Financial Advisor
Feb 2020 - Dec 2021
Foundations Associate - Private Wealth Management
During this two year rotational program, I gained experience in many different departments within Baird. These include financial planning, operations, business client development, client resource team, and marketing. I also had the opportunity to rotate through different branches throughout the nation and gain experience working with existing financial advisors
Aug 2018 - Feb 2020
Internship
Coastal Green Properties
• Hosted blog increasing audience and brand recognition.• Found potential clients through MLS and foreclosure listing.• Maintain weekly property inspections using the application FotoNotes.• Create Broker Price Opinions.• Experience with Fannie Mae and HUD properties.
Feb 2016 - May 2018
Team & coworkers
Colleagues at SoFi
Other employees you can reach at sofi.com. View company contacts for 1 employees →
AP
Aaron Pike
Colleague at SofiFort Myers, Florida, United States
View →
EL
Esther Luevano
Colleague at SofiAurora, Colorado, United States
View →
LM
Lee Miller
Colleague at SofiSalt Lake City, Utah, United States
View →
BB
Brendan Bonner
Colleague at SofiPhiladelphia, Pennsylvania, United States
View →
RG
Ricardo González
Colleague at SofiMetro Jacksonville, United States
View →
SA
Spencer Adamson
Colleague at SofiHerriman, Utah, United States
View →
KW
Kevin Weeks
Colleague at SofiSan Francisco, California, United States
View →
RL
Regis Lambre
Colleague at SofiStrasbourg, Grand Est, France
View →
AR
Anita Rosales
Colleague at SofiSan Francisco Bay Area, United States
View →
DH
David Hall
Colleague at SofiSan Francisco Bay Area, United States
View →
Aaron Pike
Colleague at SofiFort Myers, Florida, United States
View →
EL
Esther Luevano
Colleague at SofiAurora, Colorado, United States
View →
LM
Lee Miller
Colleague at SofiSalt Lake City, Utah, United States
View →
BB
Brendan Bonner
Colleague at SofiPhiladelphia, Pennsylvania, United States
View →
RG
Ricardo González
Colleague at SofiMetro Jacksonville, United States
View →
SA
Spencer Adamson
Colleague at SofiHerriman, Utah, United States
View →
KW
Kevin Weeks
Colleague at SofiSan Francisco, California, United States
View →
RL
Regis Lambre
Colleague at SofiStrasbourg, Grand Est, France
View →
AR
Anita Rosales
Colleague at SofiSan Francisco Bay Area, United States
View →
DH
David Hall
Colleague at SofiSan Francisco Bay Area, United States
View →
3 education records
Kendall Meade, Cfp®, Cft™ education
Bachelor Of Business Administration (Ba), Finance And Entrepreneurship / Business Development
University Of North Carolina Wilmington
International Business
Hoschule Bremen
High School Diploma
J.F. Webb High School
FAQ
Frequently asked questions about Kendall Meade, Cfp®, Cft™
Quick answers generated from the profile data available on this page.
What company does Kendall Meade, Cfp®, Cft™ work for?
Kendall Meade, Cfp®, Cft™ works for SoFi.
What is Kendall Meade, Cfp®, Cft™'s role at SoFi?
Kendall Meade, Cfp®, Cft™ is listed as Senior Financial Planner at SoFi at SoFi.
What is Kendall Meade, Cfp®, Cft™'s email address?
AeroLeads has found 1 work email signal at @sofi.org for Kendall Meade, Cfp®, Cft™ at SoFi.
Where is Kendall Meade, Cfp®, Cft™ based?
Kendall Meade, Cfp®, Cft™ is based in Charleston, South Carolina Metropolitan Area, United States while working with SoFi.
What companies has Kendall Meade, Cfp®, Cft™ worked for?
Kendall Meade, Cfp®, Cft™ has worked for Sofi, Baird, and Coastal Green Properties.
Who are Kendall Meade, Cfp®, Cft™'s colleagues at SoFi?
Kendall Meade, Cfp®, Cft™'s colleagues at SoFi include Aaron Pike, Esther Luevano, Lee Miller, Brendan Bonner, and Ricardo González.
How can I contact Kendall Meade, Cfp®, Cft™?
You can use AeroLeads to view verified contact signals for Kendall Meade, Cfp®, Cft™ at SoFi, including work email, phone, and LinkedIn data when available.
What schools did Kendall Meade, Cfp®, Cft™ attend?
Kendall Meade, Cfp®, Cft™ holds Bachelor Of Business Administration (Ba), Finance And Entrepreneurship / Business Development from University Of North Carolina Wilmington.
What skills is Kendall Meade, Cfp®, Cft™ known for?
Kendall Meade, Cfp®, Cft™ is listed with skills including Microsoft Excel, Microsoft Word, Powerpoint, Marketing, Management, Customer Service, Leadership, and Teamwork.
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