Kenneth Vendley, Cfp®

Kenneth Vendley, Cfp® Email and Phone Number

Regional Director and Certified Financial Planner @ Falcon Wealth Planning @ Falcon Wealth Planning, Inc.
ontario, california, united states
Kenneth Vendley, Cfp®'s Location
Ladera Ranch, California, United States, United States
Kenneth Vendley, Cfp®'s Contact Details

Kenneth Vendley, Cfp® work email

Kenneth Vendley, Cfp® personal email

n/a

Kenneth Vendley, Cfp® phone numbers

About Kenneth Vendley, Cfp®

As a Certified Financial Planner at Falcon Wealth Planning, I provide my clients with comprehensive and customized solutions for their retirement, investment, and estate planning needs. My focus includes using tax efficient strategies to maximize wealth. My expertise includes strategic planning for business owners and real estate investors. With over 20 years of experience in the financial services industry, I have the knowledge and skills to handle complex cases and deliver optimal outcomes.

Kenneth Vendley, Cfp®'s Current Company Details
Falcon Wealth Planning, Inc.

Falcon Wealth Planning, Inc.

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Regional Director and Certified Financial Planner @ Falcon Wealth Planning
ontario, california, united states
Website:
falconwealthplanning.com
Employees:
12
Kenneth Vendley, Cfp® Work Experience Details
  • Falcon Wealth Planning, Inc.
    Regional Director
    Falcon Wealth Planning, Inc. May 2024 - Present
    Irvine, California, United States
    As Regional Director at Falcon Wealth Planning, Inc, I oversee the delivery of planning services across Orange and San Diego counties. I'm tasked with overseeing a team of financial planners, growing the organization's footprint in the region, and promoting and maintaining high client satisfaction.I have over 20 years experience assisting clients navigate the complexities of their financial lives. My expertise spans retirement planning, tax management , insurance planning, investment strategies, and social security planning. I work directly with clients to create customized and comprehensive financial plans based on their specific needs and objectives.
    View
  • Commonwealth Financial Group
    Certified Financial Planner
    Commonwealth Financial Group Apr 2019 - Mar 2024
  • Vendley Insurance & Financial Services
    Owner
    Vendley Insurance & Financial Services Nov 2003 - Mar 2024
    1163 Olive St, Ste 200, Eugene Or 97401
  • Market 1
    President
    Market 1 Jun 1994 - Jul 2003

Kenneth Vendley, Cfp® Skills

Small Business Insurance Sales Entrepreneurship Customer Service Strategic Planning Online Marketing Professional Liability Sales Process Investments Social Networking Life Insurance Leadership Office Buildings Strip Malls Management Business Development Marketing Communications Direct Sales Lead Generation Property And Casualty Insurance Marketing Public Relations Public Speaking Marketing Strategy Start Ups

Kenneth Vendley, Cfp® Education Details

Frequently Asked Questions about Kenneth Vendley, Cfp®

What company does Kenneth Vendley, Cfp® work for?

Kenneth Vendley, Cfp® works for Falcon Wealth Planning, Inc.

What is Kenneth Vendley, Cfp®'s role at the current company?

Kenneth Vendley, Cfp®'s current role is Regional Director and Certified Financial Planner @ Falcon Wealth Planning.

What is Kenneth Vendley, Cfp®'s email address?

Kenneth Vendley, Cfp®'s email address is kv****@****ent.com

What is Kenneth Vendley, Cfp®'s direct phone number?

Kenneth Vendley, Cfp®'s direct phone number is +154146*****

What schools did Kenneth Vendley, Cfp® attend?

Kenneth Vendley, Cfp® attended The American College Of Financial Services, California State University-Long Beach - College Of Business, Huntington Beach High School.

What skills is Kenneth Vendley, Cfp® known for?

Kenneth Vendley, Cfp® has skills like Small Business, Insurance, Sales, Entrepreneurship, Customer Service, Strategic Planning, Online Marketing, Professional Liability, Sales Process, Investments, Social Networking, Life Insurance.

Who are Kenneth Vendley, Cfp®'s colleagues?

Kenneth Vendley, Cfp®'s colleagues are Ray Bartolome, Quinn Carranza, Cfp®, Marc Melendez, Cfp®️, Ryan Perry, Cfp®, Aif®, Jennifer Reyes, Earl Anthony Harris, Mba, Peter Lombardi, Cfp®, Mba.

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