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Kendal F
Series 65, Series 66
Green Cove Springs, FL
Privileged Planning Inc.
Kendal Fordham is a financial advisor with Privileged Planning Inc. in Green Cove Springs, FL, holding Series 65 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Privileged Planning in 2023, she worked at Planning Solutions International LLC and held roles at Raymond James Financial Services and other firms. Outside of her advisory practice, Ms. Fordham serves as Secretary and Treasurer of First Coast Honor Flight, a nonprofit providing flights for veterans, and is a co-author of two books. Privileged Planning serves individual clients, including high-net-worth households, as well as corporations and business entities, offering customized financial management, planning, consulting, and coaching. The firm employs a mixed investment approach using technical and cyclical analysis and emphasizes regular client communication and multi-month coaching packages with ongoing digital access.
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