Kendall Storch, CFP®, AIF®

Principal
617-351-6024

Kendall guides the overall strategy and direction of Longfellow Advisors’ Retirement Plan practice, helping the firm to build effective systems and processes. He also helps external clients manage their fiduciary responsibilities, improve their retirement plan’s overall health, and educate and guide their employees.

Prior to joining Longfellow in May 2000, Kendall worked with MFS Investment Management on business development and with Tucker Anthony, Inc. as a Retirement Plan Specialist. He holds a Bachelor of Arts degree in Economics from Brandeis University. He is a Certified Financial Planner®, holds FINRA Series 6, 63, 7 registrations with LPL Financial, and has his Massachusetts Life, Accident and Health licenses.

Kendall is a thought-leader in every sense. He was named an ASPPA/Morningstar Leadership Award Finalist in 2010. Other professional recognition includes being named a PlanSponsor Magazine Retirement Team of the Year Finalist in 2008 and an Institutional Investor “Rising Star of Retirement Plan Advisors” in 2007. He has been published and/or quoted in such publications as CFO Magazine, Fortune Small Business, Employee Benefit News, Employee Benefit Plan Review, Boston Business Journal, and Financial Advisor Magazine.

At Longfellow, Kendall enjoys the great corporate culture, the quality teammates, and the constant air of possibility and optimism.

Awards and Recognition

A little more about Kendall…

Kendall dreams of a trip to Australia once his children are older. Other hobbies and interests are, “playing soccer, playing guitar (not very well), movie trivia, and chasing my kids around”.