Preview Mode Links will not work in preview mode

Welcome to Widow, Wisdom & Wealth with Donna Kendrick. On each show, Donna will aim the intimidation out of financial planning, so your family can handle any transition that comes its way.

From investing to retirement, Donna will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard earned assets and live a life of financial success, then this is the show for you.

If your financial life feels unclear or uncertain, then listen to the episodes of this show to gain confidence and clarity.

Donna is a Certified Financial Planner, a Certified Divorce Financial Analyst, and the founder of Sephton Financial in Wyndmoor, Pennsylvania.

Visit her website at https://sephtonfinancial.com/ or get in touch by calling 215-948-3945.

Sephton Financial
8200 Flourtown Ave, Suite 1B
Wyndmoor, PA 19038

Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.

  1. All Episodes
  2. Ep 1: Introducing Widow, Wisdom, & Wealth with Donna Kendrick

Ep 1: Introducing Widow, Wisdom, & Wealth with Donna Kendrick

Oct 5, 2021

We are excited to introduce Widow, Wisdom, and Wealth with Donna Kendrick CFP®, CDFA®. When Donna became a widow herself, her financial advisor helped her and her family maintain stability. After this experience, Donna knew she needed to go into financial advising to help others. Her business, Sephton Financial, focuses on families in transition that need assistance navigating their finances.

She works with divorcees, widows and widowers, career changers, and anyone else facing major life changes. With her new podcast, she is hoping to spread knowledge about financial stability and independence. Today, we will learn a bit about Donna, her business, and her approach as a holistic financial advisor.

 

READ AND LEARN MORE: https://sephtonfinancial.com/2021/10/ep-1-introducing-widow-wisdom-wealth-with-donna-kendrick/

 

TIMESTAMPS

0:52 – Introducing Donna

1:37 – About the title of the podcast

3:43 – What does it mean to be a financial advisor?

5:19 – Background in finance

6:08 – Growing up in Philadelphia

6:42 – What Donna loves about her hometown

8:11 – Living abroad

10:00 – Long distance running

11:33 – About Donna’s business and clients

14:09 – Being a holistic advisor

16:08 – Last thoughts from Donna

 

RESOURCES

Website: https://sephtonfinancial.com/

Schedule A Call: https://calendly.com/donnakendrick

Phone: 215-948-3945