BRIDGET HANDKE, CFP® CAP®
One thing that stands out about Birchwood is our focus on building long-lasting relationships with our clients and to help them make good financial decisions throughout their lifetimes. To me, it is immensely fulfilling to help clients achieve their life goals.
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.
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. She is on the board of the Eastview Community Foundation which provides scholarships for graduating seniors, works hands-on with BestPrep to teach financial literacy to high school students and is on the Symposium committee of the Minnesota Financial Planning Association. 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.
Minnesota Chapter of the Financial Planning Association (FPA)
Certified Financial Planner™ professional.
Chartered Advisor in Philanthropy® professional.
2017 Selected as a Five Star Professional. The Five Star award recognizes service professionals who provide quality services to their clients. Bridget was listed as a Five Star Professional in the January issue of Mpls.St.Paul Magazine and Twin Cities Business.
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.
Iowa State, B.S. in Family Environment
- September 2017 - Business Insider: I'm a financial planner who sees even rich clients struggle with money - here's the advice I give them all.
- June 2017 - Nasdaq.com: Do You Have a Retirment Timeline?