• Sagemark Consulting | Kendyl Roundtree

    • Financial Planning
    31111 Agoura Road Suite 200
    Westlake Village, CA 91361
    (818) 540-6916
    (818) 540-6921 (fax)

    About Us

    We are an elite team of financial advisors specializing in helping business owners, executives, and retirees make the appropriate decisions with regard to the accumulation and preservation of their read more
    • About

      We are an elite team of financial advisors specializing in helping business owners, executives, and retirees make the appropriate decisions with regard to the accumulation and preservation of their wealth. We take a global view of your financial situation. We work on a cross-disciplinary basis, not just in a legal, accounting, insurance, or investment perspective, but across the board. This process allows us to identify coordination gaps as well as missed financial planning opportunities.

      Our approach to financial planning is to gather adequate and reliable financial information from our clients; to determine the client's goals and objectives, time horizon, and risk tolerance; to analyze the information in order to develop a comprehensive financial plan for consideration; to educate our clients about financial planning alternatives; to implement strategies selected by the client; and to encourage periodic reviews of the financial plan. We believe a client should be both informed and involved in their financial affairs.

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    • Whom to Contact

      • Kendyl Roundtree, MBA
        Financial Advisor
        31111 Agoura Road Suite 200
        Westlake Village, CA 91361
        Phone: (818) 540-6916