Kevin Dick, AIF®, AAMS®, CRPS®, CPFA®, CEPA®
CEO, Wealth Advisor
Focuses:
Advanced Wealth Planning
Wealth Preservation/Estate Planning
Business Contingency Planning
Investment Planning
- FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network® and applicable insurance licenses
- Certified Exit Planning Advisor, CEPA, from the Exit Planning Institute
- Accredited Investment Fiduciary AIF® FI360, Pittsburg, Pennsylvania
- Accredited Asset Management Specialist℠, AAMS® through College for Financial Planning, Denver, Colorado
- Chartered Retirement Plans Specialist℠, CRPS® College for Financial Planning, Denver, Colorado
- Certified Plan Fiduciary Advisor℠, CPFA® through National Association of Plan Advisors
- Member of Financial Services Institute
- Master and 10x Strategic Coach Member
In 2005, Kevin founded KDI Wealth Management, driven by his dissatisfaction with the one-size-fits-all approach to financial planning offered by a large, national firm. His vision was to establish a personalized and holistic wealth management experience, inspired by the 5-star, 5-diamond service he had encountered during his earlier years in the hospitality industry.
With a commitment to excellence, Kevin meticulously assembled specialized teams to cater to the unique needs of each client. Through this approach, he ensures the delivery of advanced and comprehensive wealth management planning and advice, specifically designed for multigenerational families, entrepreneurs, and high net worth individuals and couples seeking a strategic partnership.
What truly sets Kevin apart is his passion for both his own family and the extended family formed by his dedicated team and the amazing families they serve. Beyond the world of finance, Kevin and his family embrace the joy of life through travel, golf, and appreciating nature's wonders. They eagerly anticipate embarking on exciting adventures and creating memorable experiences together.
At KDI Wealth Management, Kevin's unwavering dedication to a client-centric approach and his love for fostering meaningful relationships fuels his desire to be an exceptional and trusted partner in the pursuit of financial success and fulfillment.
2021 FSI Advocacy Circle of Excellence Honoree, created by the Financial Services Institute. This recognition based on the advisor's commitment to influencing change and the advancing the interest of Main Street investors and the independent financial industry. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of an advisor. Click here for more information.
About the Financial Services Institute (FSI): The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. Since 2004, through advocacy, education and public awareness, FSI has successfully promoted a more responsible regulatory environment for more than 100 independent financial services firm members and their 160,000+ affiliated financial advisors – which comprise over 60% of all producing registered representatives. We effect change through involvement in FINRA governance as well as constructive engagement in the regulatory and legislative processes, working to create a healthier regulatory environment for our members so they can provide affordable, objective advice to hard-working Main Street Americans. For more information, please visit financialservices.org.
2021 - 2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in September 2023 based on data gathered within 12 months preceding the issue date. 2,286 advisors were considered, 97 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.