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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 charvey@kdpllp.com
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agenc
Call us at (541) 773-6633 (Oregon), (208) 313-7890 (Idaho) or fill out the form below and we’ll contact you to discuss your specific situation.
KDP Certified Public Accountants, LLP is a team of CPAs and business advisors with a local focus, but a national reach. We have offices in Medford, Oregon and Boise, Idaho, as well as satellite offices throughout the United States. We have been providing professional tax, accounting, audit, and management advisory services since 1976, serving clients nationwide. Our firm has more than 90 trained professionals on staff dedicated to furnishing high-quality, timely and creative solutions for our clients.
For more information on how KDP LLP can assist you, please call us at:
Oregon Office:
(541) 773-6633
Idaho Office:
(208) 373-7890.
KDP Certified Public Accountants, LLP Remote Technical Support is a safe, secure, and easy to use solution for obtaining “on-site” technical support without having to wait for a support specialist to travel to your site. Using a high speed internet connection, RTS is just like having one of our support specialists sitting right at your desk working to resolve your computer problems.
KDP Certified Public Accountants, LLP Client File Transfer Portal provides you with the easiest and securest method of transferring your data to us 24 hours a day/7 days a week. Don’t waste time burning discs for a single file or struggling to email large files that take forever to load. This is a safe, secure, and simple way to transfer to and from KDP. This feature is for CPA materials only. Please contact us for Wealth Management secure transfers.
KDP Certified Public Accountants, LLP
Oregon office:
841 O’Hare Parkway, Ste. 200
Medford, Oregon 97504
Phone: +1 541 773 6633
Fax: +1 541 773 1965
Idaho office:
101 S. 27th St. Ste. 100
Boise, Idaho 83702
Phone: +1 208 373 7890
Fax: +1 208 373 7889
Email: info@kdpllp.com
Business Hours:
Mon-Fri: 9:00 a.m. – 5:00 p.m.