Kayla Berceau (CFP®)
Kayla Berceau focuses in the
following client markets or areas of practice:
- AUM
- High Net Worth Client Needs
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
- AUM
- High Net Worth Client Needs
- LGBT Couples and Families
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
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.
Additional Information
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.
Kayla enjoys traveling, spending time outside, and staying active. She often explores Minneapolis with her friends.
NAPFA Start Date
January 30, 2025
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