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9781637559840

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Clark A. Kendall started Kendall Capital in 2005 with a phone, a desk, and the goal to help and serve the Washington, DC, area's middle-class millionaires as a fiduciary advisor. Since then, Kendall Capital has grown tremendously, but his commitment to middle-class millionaires has remained. Clark's success and understanding of this demographic comes from melding 30 years of experience in investment and wealth management with the academic knowledge obtained from the Chartered Financial Analyst(R) (CFA), Accredited Estate Planner(R) (AEP(R)), and CERTIFIED FINANCIAL PLANNER(TM) (CFP(R)) programs. Clark is a graduate of James Madison University and holds a Bachelor of Business Administration (BBA) in finance and economics. Carol L. Petrov is a CFP(R) and CPWA(R) professional with over 20 years of experience as a financial planner and relationship manager. She joined Kendall Capital in 2014 as a fiduciary advisor and currently provides comprehensive financial planning services for new and existing clients while managing ongoing client needs, which includes working with estate attorneys and accountants to help their clients enjoy the benefits of comprehensive financial planning. Carol earned her bachelor's degree from the George Washington University School of Business, received her designation as a CERTIFIED FINANCIAL PLANNER(TM) in 2012, and received her Certified Private Wealth Advisor(R) certification in 2021.

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