Wendell Charles Financial is an independent financial services firm providing a custom experience for each individual, family, or institution. WCF was founded in January 2011 by Evan Kirkpatrick and named for his grandfather, Wendell Charles Kirkpatrick, a retired physician and philanthropist. Evan works directly with clients to develop holistic financial plans and investment strategies.
CEO & Wealth Manager
Prior to founding Wendell Charles, Evan began his career at a global Fortune 100 firm & ran the investment division of a boutique wealth management & corporate benefits company. In addition to writing his “Influential Capital” column at Forbes, Evan’s work has been featured in media outlets such as Entrepreneur, Inc., the Wall Street Journal, & on CBS radio. He was a scholarship basketball player at Northwest University & a McDonald’s All-American nominee in high school. Evan is also passionate about philanthropy, serving as a board member of Two Feet Project, a non-profit aiding & equipping underprivileged youth in Nairobi, Kenya. Evan Kirkpatrick holds his series 7 & 66 securities registrations with LPL Financial and CA Insurance License #0M55126.
Wendell Charles is powered by LPL Financial (NASDAQ: LPLA) which provides Evan with an experienced team of professionals in various financial planning specialties.
Client Services Admin
Melissa leads our Client Services Team overseeing administrative tasks such as new accounts, transfers, contributions and distribution requests. She has over nine years of client and account servicing experience in the financial industry including working with numerous financial custodians within a multi-billion dollar Registered Investment Advisor firm. Melissa is a graduate of San Diego State University with a B.A. in communication media studies.