Article | October 19, 2023 | Authored by KDP LLP
October 19, 2023 – Medford, Oregon
With great pleasure, we bring to your attention the dedication and commitment of professionals who strive to enhance their knowledge and expertise to serve their clients better.
We are delighted to share that Carli J. Harvey, the esteemed Wealth Advisor and Partner at KDP Wealth Management LLC., has recently achieved the highly respected Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial Services.
Earning this distinction requires completing eight college-level courses, eighteen hours of supervised examinations, and fulfilling stringent experience and ethics requirements.
This esteemed credential is highly regarded within the financial planning industry, requiring candidates to complete rigorous coursework, examinations, practical experience requirements and demonstrate advanced knowledge and experience in financial planning, including:
Carli is enthusiastic about the opportunity to incorporate her newfound knowledge and expertise into better serving her clients, particularly in advanced estate planning and business planning. She is steadfast in her commitment to ongoing education and recognizes its significant value to her personal growth and client relationships.
With multiple licenses and designations, Carli is well-equipped to provide KDP clients with expert advice and guidance in various financial domains, including investment management and estate planning.
If you wish to schedule a complimentary consultation, give Carli a call at 910-889-1786 or reach out with an email at firstname.lastname@example.org
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