Kendall Capital’s Clark Kendall Joins NAPFA’s Public Policy Board

Financial Planners


He helps formulate NAPFA’s positions on legislative and regulatory issues important to fee-only financial advisors and their clients.

ROCKVILLE, Md., May 2, 2023 /PRNewswire-PRWeb/ — Clark Kendall, president and CEO of Kendall Capital in Maryland, has served on the Public Policy Board of the National Association of Personal Financial Advisors (NAPFA). I participated in. Benefits for fiduciary and commission-only financial planners and their clients.

A 10-member Public Policy Commission develops NAPFA positions on legislative and regulatory issues important to the fee-only financial planning community and communicates them to members, the media, policy makers, and consumers .

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“The integrity of financial professionals is critical to the ability of Americans to achieve their financial goals and build wealth,” says Kendall. “He upholds the highest professional standards and influences policy in ways that benefit financial consumers, and he is proud to be part of NAPFA’s efforts.”

Kendall has over 30 years of investment and wealth management experience. He successfully combines academic knowledge from the Chartered Financial Analyst® (CFA), Accredited Estate Planner® (AEP®), and his CERTIFIED FINANCIAL PLANNER™ (CFP®) programs.

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He is a former stockholder of the New York Stock Exchange (NYSE) and a member of the Washington Institute of Chartered Financial Analysts®. Prior to founding Kendall Capital in 2005, he served as Chief Investment Officer at Potomac Asset Management (1999-2004). Prior to that, he served as Vice President, Member of the Investment Committee, and Portfolio Manager of the international investment firm Pell Rudman Trust Company. Kendall has also acted as a global private his banker for the Royal Bank of Canada.

Kendall has authored two books outlining strategies for building and enjoying wealth. It’s a middle-class millionaire and, with Carol Petroff, a middle-class millionaire woman. He is a respected commentator on financial and economic issues, frequently quoted by news outlets such as The Wall Street Journal, Associated Press, USA Today, Fortune, and CNBC. He also provides financial insights on local TV news segments in Washington, DC.

Kendall graduated from James Madison University with a BBA in Finance and Economics. He lives in Sandy Springs, Maryland with his wife Diane.

media contact

Herb Perone, Marc Media, 301-512-7636, hperone@onthemarcmedia.com

Source Kendall Capital

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