I first heard Kendra's story at the She Built This Summer Gala in June, and I deeply connected with her stories, her why, her definition of success, and her true care and compassion driving her client interactions. 

Kendra Kearney is a Financial Advisor at Rise Private Wealth Management who brings a strong sense of purpose to her work! 

Growing up, Kendra witnessed as her grandfather, the breadwinner in the family, was the only one who had any interaction with their finances and wealth. He passed away when Kendra was just 17 years old, one year into his retirement. Kendra took her grandmother to her first-ever financial advising meeting and the advisor didn’t even know who Kendra’s grandmother was or what her needs were. 

Kendra has made it her mission to help people feel empowered and secure by understanding and participating in their financial journey. 

Kendra has worked in financial services since 2004. She loves the emphasis on the client experience at Rise. Kendra loves working with clients who share the same values she does and who have big goals and dreams which she’ll get into more in today’s episode! 

In this episode, Kendra shares:

• Her unpopular opinion as a financial advisor

Links Mentioned

She Built This Episode with Kim Dawson - What Do You Really Want? 

She Built This Solocast Episode with Emily Aborn - Your Words Can Make you Money 

She Built This Episode with Nikki Rausch - Relationship Selling 

She Built This: Lakes Region in Laconia, NH 

Connect with Kendra

LinkedIn

Rise Private Wealth Management site