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Kendal F

Series 66, Series 65

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 Inc. in 2023, Ms. Fordham worked at Planning Solutions International LLC dba TOAMS Financial and Raymond James Financial Services, among other firms. Outside of advisory work, she serves as Secretary and Treasurer of First Coast Honor Flight, a nonprofit organization that provides flights for veterans to Washington, DC, 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 by offering customized financial management, planning, consulting, and coaching services. The firm uses a mix of technical and cyclical analysis to manage discretionary accounts across various asset classes, emphasizing regular client engagement and multi-month coaching packages with ongoing digital access.

Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner Established Professionals
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