Nancy J Sash, Cfp®

Nancy J Sash, Cfp® Email and Phone Number

Director of Financial Services at KDP Wealth Management, LLC @ KDP Wealth Management, LLC
Nancy J Sash, Cfp®'s Location
Medford, Oregon, United States, United States
Nancy J Sash, Cfp®'s Contact Details

Nancy J Sash, Cfp® work email

Nancy J Sash, Cfp® personal email

n/a

Nancy J Sash, Cfp® phone numbers

About Nancy J Sash, Cfp®

Nancy Sash is the Director of Financial Services for KDP Wealth Management, LLC. She is an experienced CERTIFIED FINANCIAL PLANNER™ Professional, starting her career in the financial services industry in 1984. Working together with KDP's CPA professionals, Nancy is able to provide tax optimized wealth management solutions. She specializes in retirement income strategies, financial planning, and working with business owners.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC.Investment advisory services offered through Avantax Advisory Services℠.Insurance services offered through Avantax affiliated insurance agency.Please visit www.avantaxwealthmanagement.com/social_policy/ for more information. I will not ask for or request personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site. I cannot accept any recommendation or endorsements on this profile.

Nancy J Sash, Cfp®'s Current Company Details
KDP Wealth Management, LLC

Kdp Wealth Management, Llc

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Director of Financial Services at KDP Wealth Management, LLC
Nancy J Sash, Cfp® Work Experience Details
  • Kdp Wealth Management, Llc
    Director Of Wealth, Wealth Advisor
    Kdp Wealth Management, Llc Sep 2005 - Present
    Medford, Oregon, Us
    Formerly known as KDCO Financial Services, LLC
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  • Ameriprise Financial Services, Llc
    Financial Advisor
    Ameriprise Financial Services, Llc 1999 - 2005
    Minneapolis, Mn, Us
    View
  • Wells Fargo
    Branch Manager
    Wells Fargo 1994 - 1996
    San Francisco, California, Us
    View

Nancy J Sash, Cfp® Skills

Strategic Financial Planning Financial Services Financial Advisory Securities Retirement Finance Tax Small Business Wealth Management Services Finra Retirement Planning Trading

Frequently Asked Questions about Nancy J Sash, Cfp®

What company does Nancy J Sash, Cfp® work for?

Nancy J Sash, Cfp® works for Kdp Wealth Management, Llc

What is Nancy J Sash, Cfp®'s role at the current company?

Nancy J Sash, Cfp®'s current role is Director of Financial Services at KDP Wealth Management, LLC.

What is Nancy J Sash, Cfp®'s email address?

Nancy J Sash, Cfp®'s email address is ns****@****cpa.com

What is Nancy J Sash, Cfp®'s direct phone number?

Nancy J Sash, Cfp®'s direct phone number is +154177*****

What are some of Nancy J Sash, Cfp®'s interests?

Nancy J Sash, Cfp® has interest in Volleyball.

What skills is Nancy J Sash, Cfp® known for?

Nancy J Sash, Cfp® has skills like Strategic Financial Planning, Financial Services, Financial Advisory, Securities, Retirement, Finance, Tax, Small Business, Wealth Management Services, Finra, Retirement Planning, Trading.

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