When life changes, it creates new levels of complexity and uncertainty making it hard to step forward. You know that you need to take care of your family – emotionally, physically, and financially – right now and for the future. But it’s hard to get a handle on it when life has or is about to change.
Sephton Financial was founded by Donna Kendrick, CFP®, CDFA®. Donna focuses her practice on financial planning for families in transition, the unique planning needs of those whose tomorrow is much different than their today.
Donna follows her passion for helping people prepare their futures and navigate the sudden changes life puts forward. Donna is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7, 66, and PA Accident and Health, Life and Fixed Annuities. Donna is a Certified Divorce Financial Analyst® Professional.
Born and raised in the Philadelphia area, Donna graduated from Penn State University with a bachelor’s in Management Science and Information Systems/Quantitative Business Analysis and achieved her master’s from Eastern University.
Donna’s career began in business management over 20 years ago, and she has lived and worked internationally for several years returning stateside in 2011.
Donna married her husband Jim in 2022 and between them, they have six children, Connor, Katie, James, Jeanie, Delaney, and Seamus. Together with their Newfoundland and English bulldog, they enjoy living in the community of Springfield Township, Wyndmoor, PA.