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Allan McKendrick, Certified Financial Planner
I have spent most all of my working life in the financial services industry, I enjoy helping individuals get their arms around their finances so they are able to “do” the things that are important to them. My work covers two areas, first helping clients write, refine and monitor their financial plan. Secondly helping them manage their investment portfolios so they can be good steward of their investments and balance risk and reward to meet their objectives.
Phone 760 815 5134 or almckendrick@gmail.com a North county resident since 1975, active member of the Encinitas Rotary and proud member of the Encinitas Business Exchange.
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