Kendyl Roundtree, CFP®, MBA, MSFP

Kendyl Roundtree, CFP®, MBA, MSFP
Owner and Managing Partner

(818) 587-4215
Kendyl@RoundtreeFinancial.com

Kendyl Roundtree is the owner and managing partner of Roundtree Financial, a boutique financial planning firm focusing in comprehensive, high-touch planning for high-net-worth individuals, families, and business owners. As a fiduciary, Kendyl is committed to delivering objective, transparent advice designed to help clients make confident financial decisions, creating strategies to help protect what they have built, and create lasting financial clarity.

Kendyl works closely with clients navigating complexity—whether that involves significant investment portfolios, concentrated equity positions, closely held businesses, executive compensation, or multi-generational family wealth. Her work is centered on helping clients organize their financial lives, reduce uncertainty, and make strategic decisions with long-term consequences, including retirement readiness, liquidity events, succession planning, and legacy planning.

She brings a strong academic and professional foundation to her practice, holding an MBA from Pepperdine University’s Graziadio Business School and a Master of Science in Financial Planning from California Lutheran University. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered SRI Counselor, Kendyl integrates advanced planning strategies across investments, tax planning, estate coordination with clients estate attorneys, risk management, and values-based investing.

Kendyl is known for helping clients accomplish meaningful outcomes, including:
• Transitioning successfully into retirement with confidence and sustainable income strategies
• Preserving and transferring wealth across generations in a tax-efficient and intentional manner
• Navigating business ownership decisions, succession planning, and liquidity events
• Aligning investment portfolios with long-term goals, risk tolerance, and personal values
• Coordinating complex financial decisions across multiple advisors to ensure clarity and alignment

Her approach is collaborative and disciplined. Kendyl works closely with clients’ CPAs, estate planning attorneys, and other professionals to ensure that strategies are fully integrated and executed thoughtfully. She serves as the central financial strategist—helping clients see the full picture, understand tradeoffs, and make informed decisions at each stage of life.

Education and transparency are core to Kendyl’s philosophy. She takes time to explain the “why” behind every recommendation, empowering clients to engage confidently in their financial planning process. This commitment to clarity, accountability, and personalized guidance is the foundation of her long-standing client relationships.

In addition to her financial services work, Kendyl is actively involved in her community. She is the founder of the Calabasas chapter of The W Source, an organization dedicated to connecting and supporting professional women through collaboration and shared experience.

Despite leading the firm, Kendyl remains deeply involved in client relationships and personally oversees each financial plan. Clients value her hands-on approach, responsiveness, and ability to bring structure and calm to complex financial situations.

Outside of her professional work, Kendyl enjoys traveling, painting, interior design, skiing, dirt biking, soccer, and exploring new culinary experiences with family and friends.

To confirm Kendyl’s licenses, registrations, and credentials, please visit:

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CFP® and CERTIFIED FINANCIAL PLANNER^® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Kendyl Roundtree is an Investment Advisor Representative.
CA Insurance License #0J22639