Bridget  Handke,  CFP<sup>&reg;</sup> - Financial Advisor

Bridget Handke, CFP®

CAP®

Financial Advisor & Principal

Birchwood Financial Partners, Inc

3300 Edinborough Way, Ste 610
Edina, MN 55435
FINANCIAL ADVISOR'S WEBSITE
(952) 885-9088 CONNECT WITH Bridget
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General

Bridget Handke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Birchwood Financial Partners, Inc in Edina, MN and the surrounding communities.

Financial Advisor Overview

Bridget understands that for many, success means going beyond oneself and family to help communities thrive as well. Bridget helps interested clients with sustainable, responsible, impact investing, a specialty at Birchwood. For others she helps them craft and implement a philanthropic giving strategy. Bridget believes philanthropic giving can have such a positive impact on communities that she earned the CAP® designation – Chartered Advisor in Philanthropy.

Bridget has been quoted in publications such as the Star Tribune, Chicago Tribune and Wall Street Journal and has spoken on personal and women’s finance topics. She has developed a specialty in working with widows, who tend to have unique financial circumstances, and wrote the book Finances for One, a New Widow’s Guide to Managing Money. For over twenty years Bridget has lived in Apple Valley with her husband, Dan. She has two wonderful daughters who inspire her to continue mentoring young people. During her off hours she enjoys the gym, hiking, reading and searching for the area’s best hot and sour soup.

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Financial Advisor Experience

Bridget was a general manager for a corporate travel agency when she was moved to change careers in order to help people more directly. After working briefly at another planning firm, Bridget joined Birchwood in 2004 as a Financial Advisor as she was drawn to the women-owned, collaborative team business structure. She became an owner in 2010. Bridget is dedicated to providing clients with the solutions and encouragement needed for them, their families, and their communities to thrive.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Advisor in Philanthropy® (CAP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources