Kendall Acheson
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Position: Partner, Lead Advisor, CFP®, CPWA®
Kendall received his CFP® from the College of Financial Planning and his BA from the University of Colorado at Boulder. With a wealth management career spanning nearly 10 years, Kendall has developed a deep understanding of the unique challenges facing business owners and corporate executives. He enjoys the challenges of working through difficult concepts and collaboratively building financial plans that enable his clients to reach their most important life goals.
Although Kendall was born in Japan, he considers himself a Portland native and regularly takes advantage of all that Oregon has to offer. When not working with clients you can likely find him skiing Mt. Bachelor, hiking through the Gorge or camping at the coast.