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Carli J. Harvey Awarded Chartered Financial Consultant® (ChFC®) Designation

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:

  • Risk management strategies, including mitigating the risks associated with insurance, human capital, liability, property, and wealth management.
  • Income tax strategies, including planning for deductions, tax credits, capital gains and losses, taxation of life insurance, annuities, and partnerships, LLCs, corporations, and proprietorships.
  • Retirement planning strategies, including choosing between and working with SEPs, SIMPLEs, IRAs, Roth IRAs, 403(b), and nonqualified deferred compensation plans.
  • Investment strategies, including issues pertaining to return computations, diversification, securities markets, tax issues, portfolio management, and ethical practice.
  • Estate and gift tax planning strategies.
  • Specialized strategies, including aiding divorcees and blended families, financial planning for families with special needs, and addressing the unique challenges associated with modern retirement income portfolios.

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 FINRASIPC. Investment advisory services offered through Avantax Advisory ServicesSMInsurance services offered through an Avantax affiliated insurance agenc 

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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.