Kayla Berceau, CFP^®

Financial Advisor

Birchwood Financial Partners

5601 Green Valley Dr., Ste 600
Bloomington, MN 55437

FINANCIAL ADVISOR'S WEBSITE

https://www.birchwoodfp.com/

(952) 885-9088 CONNECT WITH Kayla

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

General

Kayla Berceau is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Birchwood Financial Partners in Bloomington, MN and the surrounding communities.

Financial Advisor Overview

As a financial advisor, Kayla plays a crucial role in guiding clients through the complexities of financial planning, providing advice tailored to each client's unique situation and goals. Her approach is comprehensive and empathetic, ensuring that her clients feel supported and informed every step of the way. Kayla enjoys traveling, spending time outside, and staying active. She often explores Minneapolis with her friends.

Financial Advisor Experience

Kayla joined Birchwood as a client service specialist, where she enjoyed streamlining complicated processes for clients. She expanded on this experience by earning her CERTIFIED FINANCIAL PLANNER® certification. She is excited to work as a financial advisor alongside a reliable, collaborative team that cares deeply about its clients' well-being.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances