William Kendall, CFP®, of UBS Financial Services, delivers comprehensive financial strategies tailored to individuals, families, and business owners focused on long-term wealth management. As a CERTIFIED FINANCIAL PLANNER™, William offers expert guidance in retirement planning, investment management, and estate coordination. He emphasizes transparency, education, and client collaboration in every relationship. With the full resources of UBS at his side, William crafts financial plans that reflect his clients’ goals, values, and vision for the future, providing support at every step of their financial journey.
William Kendall Cfp - Ubs Financial Services
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William Kendall Cfp - Ubs Financial Services
Wed: 9:00 AM - 5:00 PM (Thu) Open
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1610 Arden Wy
# 200
Sacramento, CA 95815
william-kendall
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