Broker Check
Kendyl Roundtree, CFP®, MBA, MFP

Kendyl Roundtree, CFP®, MBA, MFP

CERTIFIED FINANCIAL PLANNER™ professional

Kendyl L. Roundtree is a CERTIFIED FINANCIAL PLANNER™ practitioner in Westlake Village, California.

She has spent her career helping entertainment clients, business owners, executives, divorcees, widows, retirees, and new parents, make the best decisions when it comes to their financial affairs. Her comprehensive, goal-based approach to financial planning helps to identify the unique concerns each client has, and to develop and implement personalized strategies toward reaching their short and long term financial goals.

Kendyl is a Chartered SRI Counselor™, specializing in sustainable, responsible, and impact Investing (SRI). She provides her clients the opportunity to invest in a way that reflects their values surrounding environmental, social, and governance (ESG) issues.

Kendyl is very passionate about helping her community and is a member of The Divorce Transition Professionals, the Founder of The W Source’s Calabasas chapter, and a financial consultant for Women’s Economic Ventures, where she helps local business owners with their finances so their businesses can thrive.

Educational Background:

CERTIFIED FINANCIAL PLANNER™ certification program, California Lutheran University, 2019.

Masters of Science in Financial Planning, California Lutheran University, 2020.

Masters of Business Administration with an emphasis in Dispute Resolution, Pepperdine University, 2017

Chartered SRI Councelor™, College for Financial Planning, 2019

Bachelor of Fine Arts in Communication Studies, Honor of Magna Cum Laude, Loyola Marymount University, 2014