Meeting with Evan Kirkpatrick at the Wendell Charles Financial office in Manhattan Beach, CA. For additional date/time options not available online, please call our office at (310) 706-4179.
Phone Appointment (30 min)
Click here to select a phone appointment time. Our founder, Evan Kirkpatrick, will call you at the time you select. Evan works directly with clients to create customized financial plans and investment strategies.
Wealth Vision Online Demo (30 min)
Schedule an online demonstration of our personal financial website. Wealth Vision allows you to view your entire financial picture, know your net worth, budget, view multiple investment accounts, set financial goals, & more. Simply select your time and you will receive instructions for joining your 1 on 1 Wealth Vision overview.