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KDP Wealth Management Welcomes Andrew Staley

Article | February 28, 2024 | Authored by KDP LLP

 

The KDP Wealth Management team is eager to announce they are now accepting clients in the greater Boise area and Southern Idaho.

Welcome to KDP Wealth Management, Andrew Staley!

Before joining KDP as a Wealth Advisor, Andrew led a team of Financial Advisors in Southern Oregon at Rogue Credit Union for many years, gaining leadership and mentoring skills. His significant focuses have been retirement planning, retirement income planning, building wealth, wealth preservation, and estate planning.

Having been a FINRA Licensed Financial Advisor for over sixteen years and with over twenty years of experience in financial services, Andrew has a great deal of experience helping clients navigate their financial journeys.

To learn more about Andrew, visit him on our Wealth Management page by clicking here

To schedule a complimentary consulation with Andrew, please email him at: astaley@kdpllp.com or by call our Boise office at (208)373-7890.

Let’s Talk!

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.





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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.