SEPHTON FINANCIAL
Updated 216 days ago
8200 Flourtown Ave Suite 1B Wyndmoor, PA 19038
Sephton Financial is a financial services practice located in Wyndmoor, PA, serving clients in Bucks and Montgomery counties... Sephton Financial was founded by Donna Kendrick, CFP®, CDFA®. Donna focuses her practice on financial planning for families in transition, the unique planning needs of those whose tomorrow is much different than their today. Donna follows her passion for helping people prepare their futures and navigate the sudden changes life puts forward. Donna is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7, 66, and PA Accident and Health, Life and Fixed Annuities. Donna is a Certified Divorce Financial Analyst® Professional. Born and raised in the Philadelphia area, Donna graduated from Penn State University with a bachelor's in Management Science and Information Systems/Quantitative Business Analysis and achieved her master's from Eastern University. Donna's career began in business management over 20 years ago, and she has lived and worked..
Also known as: Sephton Financial, LLC