The Fendley Group
701 B Street
San Diego, CA 92101
619.699.4214
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The Fendley Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

The Fendley Group team brings shared ideas and resources to you, offering a strategy that puts you, rather than the market, at the center of the planning process. Offering access to the global investing capabilities of Merrill and banking solutions from Bank of America, the team can assist you in identifying and prioritizing personal goals. That might include planning for and funding your children’s or grandchildren’s educations, helping ensure that income lasts in retirement, covering potential health care costs, and preserving wealth. We then help to develop a personalized financial strategy aligned with your goals.

Recognition
Michael Fendley
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Our Philosophy

It is important that you take positive steps toward your financial future, and that means getting more than just investment advice. We take the time to get to know you and your family, your financial situation and what matters most to you. Using one-on-one collarboration as a foundation, We can work with you to build your own personalized financial strategy.

Meet Our Team
Michael Fendley,

CFP®, CPFA™

Senior Vice President, Wealth Management Advisor
619.699.3811
Kenna Stukas,

CPFA™

Vice President, Senior Financial Advisor
619.699.4214
Kim Collins
Officer, Registered Wealth Management Client Associate
619.699.3933
About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.