Susan L. Kendall is a CFP, CPA, CFP(tm), and EA who offers a variety of financial and tax services. With more than 20 years of experience in the tax and accounting industry, Susan was one of the first CPA's in California to add financial services to her practice.

She provides her clients with the opportunity to obtain financial independence by developing a customized Financial Roadmap, a written strategy to meet their individual needs and goals. She offers comprehensive solutions specifically tailored with both her client’s personal needs and values in mind.

"When your values are clear your decisions are easy"
Roy Disney

As a CPA she can help you with: Tax Planning & Preparation, College Planning, Retirement Savings Plan, Long-term Care Insurance, Life Insurance Needs Analysis and Wealth Transfer Strategies. She helps her clients become better organized financially. She sees her role as helping people make well-informed decisions about their investments and retirement plans—providing them with greater financial independence, peace of mind, and security.

Susan graduated from San Jose State University with a Bachelor’s Degree in Business Administration with a concentration in accounting. Susan is a member of the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association (FPA), California Society of CPA’s, National Association of Enrolled Agents, California Society of Enrolled Agents, Professional Women’s’ Network of the Monterey Peninsula, Monterey Peninsula Toastmasters Club and 1993 graduate of Leadership Monterey Peninsula.

When she’s not working, Susan enjoys spending time with her husband Mark and their two sons James and Matthew; traveling, reading, skiing, and hiking. Her major hobby for the past thirty years has been tracing her family’s genealogy.

Susan’s philosophy: Building a secure financial future through effective planning is a priority for her clients.

Susan is located in Pacific Grove, California, and can be reached at (831) 373-6060.

***

Website: www.execusite.com/kendall

Email Susan