Kent Engdahl

Kent C. Engdahl is a Certified Financial Planner (CFP®) and Investment Advisor Representative at MKT Advisors LLC, a Registered Investment Adviser based in the greater San Diego area. Per advisor-directory listings, he is described as a financial professional with over 20 years of experience in the finance industry who holds an industry securities registration subject to FINRA oversight. His listed specialty is financial planning services, and he is licensed in California as a life and health insurance agent/broker in addition to his advisory work.

MKT Advisors LLC was founded in 2012 and operates as a fee-based RIA providing financial planning, retirement planning, investment management, insurance, and wealth management to individuals and business owners. The firm was historically based in Escondido, CA and now lists its office at 2888 Loker Ave E, Suite 103, Carlsbad, CA 92010 (main line (760) 658-8780). Its current team page lists Taylor Jobe (Managing Member), advisors Corinne Fond, Andrew Liu, and Basem Darwich, and client-service manager Amanda Chapman; Engdahl is no longer featured on the live roster, which suggests he may have reduced his role, retired, or transitioned out, though the [hidden] address and his directory listings remain associated with the firm.

An important accuracy note: the stub data labeling Kent Engdahl as an "Angel Investor" focused on "Seed Round" deals does not match any verifiable public record. Multiple independent searches (Crunchbase, AngelList, BrokerCheck/advisor directories, the firm's own site) consistently describe him as a retail-facing financial advisor and CFP at an RIA wealth-management practice — not a venture or angel investor backing startups. No startup investments, syndicates, fund affiliations, or seed-stage deals attributable to him could be found. The "angel investor" tag appears to be a mis-classification in the source database rather than a documented fact.

• What he actually does: Provides personalized financial planning and investment-advisory services to individual and business-owner clients — retirement planning, portfolio/investment management, insurance, and wealth management — through MKT Advisors LLC.
• Approach (firm-level): MKT Advisors markets itself as creating financial strategies "tailored to clients' goals," with an educative, relationship-driven approach focused on clients' needs and financial objectives.
• No documented venture thesis: No public statements, blog posts, talks, or portfolio data indicate a startup/seed investing thesis, check size, or target-company profile. Any "check size" or "target company profile" for angel deals would be invented and is therefore omitted.