Allan Mc Kendrick, CFP
FINANCIAL
ADVISOR
Encinitas, CA 92024
Business Hours: By appointment
Phone: (760) 815-5134
Fax: (760) 295-3018
email: almckendrick@cox.net
Service Area: North County San Diego
About our business:
Allan McKendrick is a Certified Financial Planner and has been a member of the north county community since 1974. He has been providing financial services since 1987.
He is a “Fee Based” planner, providing planning for “living” for his younger clients and retirement planning for those approaching and entering their retirement years. His approach is “holistic”, involving debt management, saving and investing. He works with each client to create a written financial plan, the plan is monitored regularly and modified as necessary to keep the client moving toward their financial goals.