Kendyl Roundtree, CFP , MBA, MFP

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id: 40888566
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31111 Agoura Rd Suite 200
Westlake Village, CA 91361

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(818) 540-6916
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Main categories:

Investigative Services

Related categories:

Business to Business

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Business Services

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Owner Message
  • Kendyl Roundtree, CFP , MBA, MFP is a financial planner located in Westlake Village, CA. They offer a variety of financial services, including financial planning, investment management, insurance services, and retirement planning. They also offer business owner services, such as succession and exit planning, employee benefits, executive compensation, tax strategies, investment and expansion, risk management, and estate planning strategies. Kendyl Roundtree, CFP , MBA, MFP has a team of experienced financial advisors who can help you with all of your financial needs. They offer a personalized approach to financial planning and will work with you to create a plan that fits your individual goals and objectives.

Additional information
  • Hours: Mon 08:00am-05:00pm, Tue 08:00am-05:00pm, Wed 08:00am-05:00pm, Thu 08:00am-05:00pm, Fri 08:00am-05:00pm, Sat 08:00am-05:00pm
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