Kendall King (CFP)
Kendall King focuses in the
following client markets or areas of practice:
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
- Business Owners
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
Kendall is the Founder and CEO of Castlepont Wealth Advisors. In addition to attaining his CFP designation, he has also earned the AEP designation. With 17 years of experience advising clients on a wide range of investment, estate, tax and other wealth management topics, he serves as lead advisor to a diverse group of clients, with special focus on oil and gas professionals. Kendall has authored a book, “Abundance,” and is regularly interviewed by publications on investment and financial planning topics. He values staying informed on best industry and client practices so he regularly invests time in professional development.
NAPFA Start Date
March 01, 2018
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