Nancy Sash Email & Phone Number

Nancy Sash

Director of Wealth, Wealth Advisor at KDP Wealth Management, LLC | Medford, Oregon, United States

Nancy Sash Socials
About Nancy Sash

Nancy Sash serves as the Director of Financial Services at KDP Wealth Management, LLC, where she leverages her extensive experience as a CERTIFIED FINANCIAL PLANNER™ Professional to deliver comprehensive wealth management solutions. With a career spanning nearly four decades, Nancy has honed her expertise in financial services, specializing in retirement planning, tax optimization, and investment strategies tailored to meet the unique needs of her clients.

At KDP Wealth Management, formerly known as KDCO Financial Services, LLC, Nancy collaborates closely with a team of CPA professionals to create integrated financial strategies that not only aim to grow wealth but also minimize tax liabilities. Her approach is holistic, considering all aspects of a client’s financial landscape, including securities trading, small business financial planning, and retirement income strategies.

Nancy's commitment to providing personalized service is evident in her ability to navigate the complexities of the financial markets while ensuring her clients are well-informed and confident in their financial decisions. Her proficiency in wealth management services, combined with her deep understanding of tax implications, positions her as a trusted advisor for individuals and businesses alike. Through her leadership, KDP Wealth Management continues to empower clients to achieve their financial goals, making informed choices that pave the way for a secure financial future.

Nancy Sash Work
1 experience icon

Director of Wealth, Wealth Advisor at KDP Wealth Management, LLC in September 2005 to Present

2 experience icon

Financial Advisor at Ameriprise Financial Services, LLC in January 1999 to January 2005

3 experience icon

Branch Manager at Wells Fargo in January 1994 to January 1996

Nancy Sash Skills

Strategic Financial Planning

Financial Services

Financial Advisory

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About Nancy Sash's Current Company
Frequently Asked Questions about Nancy Sash

What is Nancy Sash email address?

Email Nancy Sash at [email protected] and [email protected]. This email is the most updated Nancy Sash email found in 2026.

What is Nancy Sash phone number?

Nancy Sash phone number is +15418406737 and +15413261070.

How to contact Nancy Sash?

To contact Nancy Sash send an email to [email protected] or [email protected]. If you want to call Nancy Sash try calling on +15418406737 and +15413261070.

What is Nancy Sash net worth?

Nancy Sash has an estimated net worth of $750,000 to $999,999

What company does Nancy Sash work for?

Nancy Sash works for KDP Wealth Management, LLC

What is Nancy Sash's role at KDP Wealth Management, LLC?

Nancy Sash is Director of Wealth, Wealth Advisor

What industry does Nancy Sash work in?

Nancy Sash works in the Accounting industry.

Nancy Sash Email Addresses

Email Nancy Sash at [email protected] and [email protected]. This email is the most updated Nancy Sash email found in 2026.

Nancy Sash Phone Numbers

Nancy Sash phone number is +15418406737 and +15413261070.
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