Farpointe Wealth Partners is excited to welcome Donna Kendrick CFP®, CDFA®, and Wyndmoor, PA-based Sephton Financial, as the latest practice to join the rapidly growing Farpointe family. Sephton Financial is a planning firm that focuses primarily on helping families in transition navigate their finances. The Sephton Financial team made the move to Farpointe to accelerate their growth and pave a better path for their clients by leveraging Farpointe's cutting edge technology, support and practice management. They were also attracted by our culture-first approach and the benefits of joining the close-knit Farpointe community of like-minded advice professionals.
Donna, who is the owner and lead advisor at Sephton Financial, did not follow the traditional path to the financial advice profession. When Donna became a widow, the advice she received from her financial advisor helped her and her family get through the uncertainty of the initial weeks and months after her husband passed away, and ultimately set them on a path to financial stability. After this experience, Donna knew she needed to go into financial advice to pay it forward and help other families in need. Her passion and approach to helping clients reflect her unique experiences and perspectives. With her dedication and passion for helping others, Donna is going to be a great member of – and contributor to – our Farpointe culture and community for many years to come.
Before settling in the Philadelphia area, Donna spent several years with her family in Italy. She is an avid long-distance runner, and ran marathon races around Europe as a way to explore the continent and also to raise money for at-risk children.
When you get a chance, be sure to check out Donna’s excellent Widow, Wisdom and Wealth™ podcast. And please join us in extending a warm Farpointe welcome to Donna and the rest of the Sephton Financial team!