Get to know us

Kendall Meade, CFP®, CFT™

Describe your perfect day?

A boat day with my husband, son and our two pups - we start out the morning fishing in the harbor then spend the afternoon relaxing on the beach of a local island letting the dogs and baby roam / swim. Followed by an early bedtime with all parties exhausted.

What do you most like about your job?

Giving clients confidence to make bold moves and achieve their goals in life by providing a step by step roadmap.

Surprise us, something we don't know about you?

I recently took up baking and started milling my own flour to make fresh milled baked goods.

How long have you worked in Financial Services?

7+ years

About

Kendall Meade is a financial planner dedicated to helping individuals and families create a plan for using money as a tool to achieve their goals. She helps people take control of their finances by creating personalized financial plans. Whether your goal is to retire early, purchase your first home, start a family, or transition careers - she will help you create a roadmap to get you there. Before joining Domain Money, Kendall served as a Senior Financial Planner at SoFi where she spent her time working with members one on one, leading financial education events, and engaging with the media on personal finance topics. Kendall began her career at Robert W. Baird where she spent two years in a rotational program learning the foundations of Private Wealth Management before joining a team. Kendall has been quoted in Bloomberg, Business Insider, Fortune, Marie Claire, CNBC, US News and more. Kendall has appeared on Cheddar News and CBS News.

Education

Bachelors of Business Administration - Finance and Entrepreneurship/Business Development at the University of North Carolina Wilmington CFP® Certification

Expertise

Budgeting, Debt Management, Retirement Savings Strategies, Career Transitions, College Funding, Family Planning, Home Ownership, and Combining Finances.