About Sephton Financial
Your Success Is Our Mission
About Sephton Financial and financial planning services. Sephton Financial isn’t just a service provider; we’re your planning partner and what sets us apart is our understanding of your unique circumstances because we’ve been there too! Our vision is to help people have a life well-lived so you can savor every moment of life even in the midst of change, uncertainty, or untapped opportunity.
Tailor-Made Financial Plans
We recognize that your financial situation may have changed unexpectedly but our plans are carefully tailored to align with your unique situation and future goals.
Client-Centric Approach
You are our priority and our client-centric approach means that your voice is heard at every stage. Together, we navigate your path to financial clarity.
First-Hand Experience
Widowed at age 40, Donna’s financial future suddenly looked different and nearly 10 years after her loss she remarried; blending families and finances.
Meet Donna
Donna (Sephton) Kendrick, CFP®, CDFA®
Founder | Owner | Finanical Planner
After getting settled in their new normal, Donna made the decision to relaunch her career into the role that she had found so impactful during that time of transition for her family; financial planning. She made it her mission to support families in transition.
Donna founded Sephton Financial, LLC and is now a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7, 66, and PA Accident and Health, Life and Fixed Annuities. Donna is also a Certified Divorce Financial Analyst®.
She recently remarried and blending families with her husband Jim in 2022, they have six children between them; Connor, Katie, James, Jeanie, Delaney, and Seamus. Together with their Newfoundland and English bulldog they are the modern-day Brady Brunch. They enjoy living in the community of Springfield Township, Wyndmoor, PA.
Connect with Donna:
[email protected]
Meet The Sephton Financial Team
What is a CERTIFIED FINANCIAL PLANNER™ Practitioner?
The CERTIFIED FINANCIAL PLANNER™ certification is a well-known and trusted standard in the industry and among consumers. The CFP® board has been around for more than 30 years. To earn their certification, CFP® professionals are trained in 72 areas of financial expertise and must build up thousands of hours of experience. CFP® certification prepares a financial planner to create a tailored plan in your best interest and holds them to high standards.
What is a Certified Divorce Financial Analyst® professional?
A Certified Divorce Financial Analyst® (CDFA®) is someone who comes from a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce plan in your best interest and holds them to high standards.
Giving Back – MIP Foundation
Donna sponsored an 18-hole golf event to support the MIP Foundation’s mission to foster and promote mental health support and social services for adolescent and young adult Oncology Patients while increasing awareness about the effects of Pediatric Cancer.
PLEASE NOTE: the charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera financial specialist LLC or its affiliates. Our philanthropic interest are personal to us and are not reviewed, sponsored or approved by Cetera.
Giving Back – MIP Foundation
Donna supports the MIP Turkey Trot each year as their Grand Gobbler. The MIP Foundation’s mission is to foster and promote mental health support and social services for adolescent and young adult Oncology Patients while increasing awareness about the effects of Pediatric Cancer.
PLEASE NOTE: the charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera financial specialist LLC or its affiliates. Our philanthropic interest are personal to us and are not reviewed, sponsored or approved by Cetera.
Giving Back – Safe Harbor
Donna’s running group, Team Kendrick, has helped raise donations for Safe Harbor, a grief counseling program that provides free of charge services to children after the loss of a parent, sibling, or caregiver.
PLEASE NOTE: the charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera financial specialist LLC or its affiliates. Our philanthropic interest are personal to us and are not reviewed, sponsored or approved by Cetera.
See our financial planning services and Checkout Donna's background on FINRA's BrokerCheck
Sephton Financial, LLC
8200 Flourtown Ave
Suite 1B
Wyndmoor, PA 19038
o. 215 948 3945 f. 267 422 3664
Registered Representative offering securities through Cetera Financial Specialists LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. Sephton Financial, LLC and Cetera are not affiliated.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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