CFA®, CFP®, Series 65 Advisory Registration†
Kendra is a seasoned professional with more than 15 years of experience in the financial services industry. She has held positions with The California Endowment, Pacific Life Fund Advisors, Canterbury Consulting, Gradient Analytics, and Miller/Russell & Associates. Kendra specializes in constructing and managing client portfolios. She enjoys identifying inefficiencies in how stocks are valued relative to company financial metrics through proprietary valuation screening models combined with a fundamental analysis of the industry. She joined Pillar Pacific Capital Management in 2016 as a portfolio manager, then joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific. Outside of the office, she spends her time teaching yoga, enjoying hikes and attending live music shows around Los Angeles, CA.
- BS, Montana State University
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™ Professional
Kendra serves clients at our San Marino,CA office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.