Our Team

Our Team

In 1992, Susan Kendall founded Kendall Wealth Partners, a client-centered financial services firm that is committed to helping our clients pursue "Superior Real-Life Financial Outcomes" by empowering them with a financial plan for life.  

Click on an image to learn more about our valued team members.

 

 

Susan L. Kendall, CPA, CFP®

Managing Director & Principal

As a certified public accountant (CPA/PFS) and a CERTIFIED FINANCIAL PLANNER professional, Susan provides a range of financial services for her clients. These services include assessing current financial situations, helping determine your financial goals, and working with you to develop and monitor a plan to attain those goals. 

Susan founded Kendall Tax & Financial Services in 1992 after working in the industry for more than 15 years. Susan was one of the first CPAs in California to add financial services to her practice in 1996. From 1996-2003, Susan was affiliated with HD Vest Advisory Services, Inc., as an independent registered agent. 

In 2003, Susan transferred her investment business to Commonwealth Financial Network®, Susan is always striving for excellence and to offer her clients the best alternatives and most prudent options for their individual situations. Her affiliation with Commonwealth—which prides itself and delivers on providing indispensable service, powerful, integrated technology, and practice management expertise—enables Susan to offer outstanding guidance to her clients and remain on the cutting edge of excellence in an ever-changing industry. This enables Susan to spend more time working with her clients to help achieve their goals.
Education & Credentials
Susan graduated from San Jose State University in 1983 with a bachelor's degree in business administration with a concentration in accounting. She has earned the following professional designations: Certified Public Accountant (CPA) and the CERTIFIED FINANCIAL PLANNER certification. She also holds FINRA Series 7, 63, and 65 securities registrations; as well as life and health Insurance, real estate, and long-term care licenses in California. She is a member of the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA), the California Society of CPAs, and 1993 graduate of Leadership Monterey Peninsula. 

Susan values education as a way to promote professional excellence. She is an active member of the Financial Planning Association and served on the 2005 FPA Retreat Task Force Committee. In order to stay on the cutting edge, she attends several professional conferences a year in addition to maintaining the continuing education requirements for her various credentials, registrations, and licenses. 

 
BusExperience_seal
 

Susan L. Kendall is proud to have been recognized as a Business Experience advisor for 2017—a distinction based on annual production that places her among the top 49 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Business Experience advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Business Experience advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.


Personal life
When she's not helping her clients pursue their dreams and aspirations, Susan enjoys spending time with her husband, Mark, and their two teenage sons, James and Matthew. Susan and Mark recently celebrated their 30th wedding anniversary in Colombia. She is also passionate about traveling, skiing, and hiking with her family. She is an avid reader (see recommended book list) and amateur photographer (see her photos throughout this website). Her major hobby for the past 30 years has been tracing her family's genealogy.

Mark W. Kendall

Managing Director Chief Technology Officer

Mark W. Kendall manages the daily technology operations at Kendall Wealth Partners. He is responsible for keeping the technology on the cutting edge in addition to safeguarding the firm from security breaches and viruses. Mark also consults with the firm's clients on technology issues. Mark has been working with Susan for the past two years in this capacity.

Prior to joining the firm, Mark was in the hospitality industry for almost 20 years, specifically the wine industry. He is an amateur wine enthusiast and collector of fine wines. He loves to hike and travel, especially through Europe.

Mark attended San Jose State University and graduated in 1983 with a BS in business administration and a minor in economics.  

Mark enjoys road biking and manages to ride more miles a year than he drives. He also volunteers throughout the year with our son James at the Laguna Seca Raceway for community events sponsored by the Sports Car Racing Association of the Monterey Peninsula (SCRAMP).

Dylan J. Hopkins

Associate Advisor

Dylan was born right here on the Monterey Peninsula at CHOMP, spent his first five years in Pacific Grove and grew up in Carmel Valley.  He is a 2010 graduate of Carmel High School.  Dylan attended California State University Chico where he earned a BS (business administration) with an emphasis in finance in 2015. Upon graduation, Dylan worked as a financial advisor in Walnut Creek and then San Jose before finally moving home this July. Outside of work, Dylan enjoys camping, hiking, and pretty much anything involving the outdoors.  On September 1, 2018, he married his best friend and childhood sweetheart, Jacqui Roberts.