The Kendirjian Malicdem Group is a Goals Based Wealth Management team with more than fifty years combined experience in the financial services industry. We serve a select number of families, business owners, and professional practitioners throughout California and around the country. Each one of our clients is important to us and we have experience in navigating the opportunities and challenges of wealth accumulation, from acquisitions to negotiations, macro-investment guidance to wealth transfer strategies. Our team best positions the resources our clients currently have to their ever-changing future goals and needs. Our priority is to build long lasting relationships with our clients based on unparalleled trust, advice, guidance, and service.
At the Kendirjian Malicdem team, we excel by deeply understanding your unique aspirations and priorities. We take the time to listen and encourage you to share your dreams and ask critical questions. Whether you're planning for healthcare expenses, preparing for college, considering a business sale, purchasing a home, or strategizing wealth transfer, our approach is comprehensive and personalized. We craft strategies designed to manage, grow, and preserve your wealth today, while thoughtfully considering its future impact. Leveraging Merrill's sophisticated investment insights and Bank of America's robust banking solutions, we offer a holistic financial plan tailored to your needs. We believe our clients truly experience exceptional financial guidance, designed to help them achieve their goals and secure their legacy.
ChFC®, CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
