KDI Wealth Management advisors earn CPFA designation

July 29, 2020 KDI Wealth Management based out of Payson, AZ, Scottsdale, AZ and Flagstaff, AZ announced that Kevin Dick, Carrie Dick, Micah Crabdree and Shane Keith have successfully passed the examination to receive the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association for Plan Advisors.  The CPFA credential - developed by some of the nation’s leading advisors and retirement plan experts – demonstrates the knowledge, expertise and commitment to working with retirement plans.

Plan advisors who earn their CPFA® exhibit specialized knowledge required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities.  “Retirement plans require a specialized set of knowledge and have unique responsibilities. We are so pleased to have earned this designation so that we can further assist our clients who are employers manage their retirement plans through a sound investment fiduciary process,” says Carrie Dick, Vice President and Wealth Advisor for KDI Wealth Management. 

“Ongoing knowledge and education are foundational to our values as a business.  Earning the CPFA®, as well as other credentials, help us bring layers of additional value to our clients,” explains Kevin Dick, Founder and Wealth Advisor for KDI Wealth Management.  “Our continual learning is an example of our long-term commitment to servicing the needs of our clients, specifically the retirement plan needs of our clients with this designation.”

KDI Wealth Management was founded by Kevin Dick in 2005.  Since that time, the firm has added four advisors and two additional locations and has clients in 32 states.  KDI Wealth Management offers individual wealth and investment management, financial planning and retirement plan services utilizing specialized partners for a holistic approach to service financial needs and goals.

 

 

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