California > Manhattan Beach > Wendell Charles Financial

Wendell Charles Financial

Verified Listing

(310) 706-4179
1230 Rosecrans Ave
Suite 300
Manhattan Beach, CA 90266
Category: Financial Planner


About

Wendell Charles Financial


Detailed Business Description

Evan Kirkpatrick, founder of Wendell Charles Financial, specializes in custom financial planning for Manhattan Beach, South Bay, and Los Angeles area residents. He is a contributor to Forbes , CNBC, and has been featured in Los Angeles Magazine for his philanthropic efforts in the community. Evan is also an endorsed local provider of best-selling author and nationally syndicated personal finance radio host, Dave Ramsey.

Utilizing a data driven approach and powerful technology tools, Evan is able to make complex strategies easy to understand and applicable to your personal situation. As your financial advisor, Evan and his team make investment recommendations, manage your portfolio, and also commit to quarterly meetings and ongoing financial planning to keep you on track to reach your goals. Whether it’s a charitable account, college savings, IRA’s, 401(k) rollover, or other investment needs, we are happy to assist you. Please reach out for a complimentary consultation to see if it’s a good fit to work together.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.


Hours


Sunday:
Closed
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed



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