Bridget Handke (CAP, CFP®)
Bridget Handke focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Women's Financial Planning Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- Retirement Plan Investment Advice
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
Bridget Handke, one of the owners of Birchwood Financial Partners, has a personal mission to help people thrive. She does this by developing long-term relationships with clients that enables her to understand what is most important to them. Bridget strives to give clients a sense of confidence. She is able to translate complex financial concepts into plain language so their personalized financial plan is understandable, flexible and helps promote peace of mind.
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.
Additional Information
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.
NAPFA Start Date
April 02, 2015
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