Director Of Wealth, Wealth Advisor
CurrentFormerly known as KDCO Financial Services, LLC
Sep 2005 - Present
AeroLeads people directory · profile
Nancy J Sash, Cfp® Email & Phone Number
Director of Financial Services at KDP Wealth Management, LLC
at
KDP Wealth Management, LLC
1 work email found
@kdpllp.com
2 phones found area 541
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Director of Financial Services at KDP Wealth Management, LLC
Location
Medford, Oregon, United States
Who is Nancy J Sash, Cfp®? Overview
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Quick answer
Nancy J Sash, Cfp® is listed as Director of Financial Services at KDP Wealth Management, LLC at KDP Wealth Management, LLC, based in Medford, Oregon, United States. AeroLeads shows a work email signal at kdpllp.com, phone signal with area code 541, and a matched LinkedIn profile for Nancy J Sash, Cfp®.
Nancy J Sash, Cfp® previously worked as Director of Wealth, Wealth Advisor at Kdp Wealth Management, Llc and Financial Advisor at Ameriprise Financial Services, Llc.
Company email context
Email format at KDP Wealth Management, LLC
This section adds company-level context without repeating Nancy J Sash, Cfp®'s masked contact details.
*@kdpllp.com
68% confidence
AeroLeads found 1 current-domain work email signal for Nancy J Sash, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Strategic Financial Planning, Financial Services, Financial Advisory, Securities, and 8 others.
Current workplace
Nancy J Sash, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
3 roles · 32 years
Nancy J Sash, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Advisor
1999 - 2005
~6 yrs
Branch Manager
1994 - 1996
~2 yrs
FAQ
Frequently asked questions about Nancy J Sash, Cfp®
Quick answers generated from the profile data available on this page.
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 KDP Wealth Management, LLC?
Nancy J Sash, Cfp® is listed as Director of Financial Services at KDP Wealth Management, LLC at KDP Wealth Management, LLC.
What is Nancy J Sash, Cfp®'s email address?
AeroLeads has found 1 work email signal at @kdpllp.com for Nancy J Sash, Cfp® at KDP Wealth Management, LLC.
What is Nancy J Sash, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 541 for Nancy J Sash, Cfp® at KDP Wealth Management, LLC.
Where is Nancy J Sash, Cfp® based?
Nancy J Sash, Cfp® is based in Medford, Oregon, United States while working with KDP Wealth Management, LLC.
What companies has Nancy J Sash, Cfp® worked for?
Nancy J Sash, Cfp® has worked for Kdp Wealth Management, Llc, Ameriprise Financial Services, Llc, and Wells Fargo.
How can I contact Nancy J Sash, Cfp®?
You can use AeroLeads to view verified contact signals for Nancy J Sash, Cfp® at KDP Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What skills is Nancy J Sash, Cfp® known for?
Nancy J Sash, Cfp® is listed with skills including Strategic Financial Planning, Financial Services, Financial Advisory, Securities, Retirement, Finance, Tax, and Small Business.
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