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Heritage


Roundtree Financial: A Heritage And Commitment To Genuinely Caring

 

When Dan Roundtree founded Roundtree Financial over 40 years ago, he didn’t envision your typical financial planning practice. Instead, his vision encompassed a company that would go beyond mere financial services and become a trusted partner for clients.

After attending UCLA and receiving a degree in social psychology, Dan wanted to find a career where he could help people and discovered financial planning. He then received his CFP® certification from California Lutheran University and began working in the industry, where he met many key mentors who heavily influenced his attitude towards financial planning.

Early in his career, Dan realized the positive impact a dedicated financial planner can have on not just a client’s finances, but their life as a whole. Clients deal with all types of life events ranging from the birth of a child, to the death of a loved one, to marriage and divorce. All of these events affect clients deeply, and Dan understood the need to emphasize the human side of his practice, as well as the psychology of both challenging and prosperous life events. By understanding a client’s needs and empathizing with their situation, Dan was able to provide a sense of confidence alongside financial security, while helping clients navigate the complexities of wealth management, investment strategies, and retirement planning.

Dan’s unique approach to financial planning allowed him to create a network of lifelong clients, who he viewed, and still views, as family. No matter the situation, financial or personal, Dan was just one call away from his clients, and knew the important role he played in his clients’ lives. To Dan, this is what it means to be trusted partner.

After nearly half of a century in the financial planning industry, Dan’s daughter, Kendyl Roundtree, will continue to carry Roundtree Financial into the decades ahead. From the time Kendyl began to show interest in the financial planning industry, Dan instilled in her his values of being an active listener, genuinely caring for clients, and creating meaningful relationships that last a lifetime.

With a CFP®  under her belt, a Masters of Science in Financial Planning, a Masters in Business Administration, with an emphasis in Dispute Resolution from Pepperdine Law School, Kendyl proudly carries forth her father's legacy and constantly strives to provide the same in-depth, client-centric, and personable service that her father did. Her commitment to excellence, coupled with a deep respect for the past, solidifies Roundtree Financial as a practice rooted in its history, yet forward-focused in its approach. As you explore our heritage, you'll discover that at Roundtree Financial, the values of personalized care, dedication, and clear communication are not just a part of our history, but an enduring commitment to our clients' financial and overall well-being.


Dan Roundtree, founder of Roundtree Financial is no longer affiliated with either Roundtree Financial or Equitable Advisors, LLC.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.