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Financial Planning and Financial Advice for Entertainment ProfessionalsSubmitted by Wendell Charles Financial on October 5th, 2017
by Evan Kirkpatrick, CEO & Wealth Manager of Wendell Charles Financial
If you are a member of The Screen Actors Guild‐American Federation of Television and Radio Artists (SAG-AFTRA), Directors Guild of America (DGA) or Producers Guild of America (PGA), you are in elite company. You may even be ‘living the dream’ that so many strive for, getting paid to do what you love.
Yet, there are many challenges associated with acting, directing, producing, writing or making music for film & television. Variable compensation, confusion with pensions and benefits, busy schedules, and expensive overhead are just a few potential challenges.
Just as you rely on your union representation to protect your career interests, our firm manages your financial interests striving to help you grow and protect what you’ve worked so hard to earn. We help interpret complex financial jargon in a simple, easy to understand manner, and guide you through important financial decisions.
After gaining experience within the entertainment industury, I want to invite your community to consider my firm as your trusted financial advisor. Your privacy will always be respected and I understand the unique needs that your industry has. Here are some of the areas we can assist you with:
- Creating a financial plan
- Managing your investments as a fiduciary
- Budgeting & cash flow planning
- Coordinate with your existing manager, agent, attorney, CPA and other trusted advisors
- Estate planning & trusts*
- Retirement & pension evaluation
- College tuition planning
- Coogan trust accounts (Blocked Trust Accounts)
- Philanthropic planning (Foundations, donor-advised funds, charitable remainder trusts, etc)
*Wendell Charles Financial and LPL Financial do not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.
Why I’m passionate about helping entertainment professionals manage their money:
I grew up in a family where everyone played an instrument. Whether that was a trombone, violin, piano or an electric guitar, bass, or drums, it’s in the Kirkpatrick’s blood for some reason. In the eighth grade, I began playing drums in bands and quickly picked up guitar and bass as well. We played shows at places like the Roseland Theater in Portland, Oregon and even toured the west coast a few times playing small venues.
After playing a band showcase on the Santa Monica pier for an independent label associated with Universal Music Group while in college, I was hooked on Southern California. Originally from the Portland, Oregon and Seattle, Washington areas, I was ready for a change and moved “home” to the Los Angeles area in 2011. My brother, Daniel Kirkpatrick, is a SAG-AFTRA member and singer/songwriter in West Hollywood. He is the true talent and artist of the family while I gravitate towards the business side.
For the past 10 years, I’ve managed money for individuals, families, and institutions. And naturally, living in Manhattan Beach and Los Angeles, some of those individuals have been within the entertainment industry.
I respect artistic talent and have learned about the struggles and successes the entertainment industry can bring. More than anything, I admire people who take massive risks to achieve their dreams. I look forward to connecting, learning about your story, and helping guide you through important financial decisions.