Meet Kendall

Kendall King

Kendall King, CFP®, AEP®, CAP®
Founder & CEO of Castlepoint Wealth Advisors

Kendall is best identified as a follower of Jesus Christ, husband, and father.  He is also the Founder and CEO of Castlepoint Wealth Advisors, with almost 23 years of industry experience.  

Kendall began his financial services career as a financial advisor at UBS PaineWebber. There, he was responsible for providing investment and wealth management services to private investors.  

In 2003, Kendall joined The Legacy Financial Group, where he became a partner in 2006 and stayed through May 2015.  He helped Legacy grow into one of Oklahoma’s largest independent Registered Investment Advisory firms.

Kendall is regularly interviewed by publications that value his expertise on investment and financial planning topics. He is the author of Abundance—Your Path Starts Here and the Living Abundantly Newsletter on LinkedIn.

Kendall intends to spend the second half of his life impacting the next generation. He is also focused on helping his team and clients live their best lives. Most of all, Kendall desires to be a loving husband, an involved father, and someone who lives a faith-forward life.

21 Years of Experience

Certified Financial Planner

Accredited Estate Planner

Chartered Advisor in Philanthropy