Kay Kramer, CFP®

Principal – Financial Advisor

Kay_Kramer_Portrait

Kay Kramer, CFP®

Principal – Financial Advisor

About Kay

Phone: 952-885-9088

E-mail: kay@birchwoodfp.com

Add Kay to your contacts (vCard)

"My ability to establish and build relationships with clients comes from my passion for caring about people so they can have a better financial life." 

Kay Kramer, co-founded the company in 1990 to create a firm dedicated to lasting, productive relationships with clients. Kay and the Birchwood team use their extensive knowledge and team collaboration to help clients achieve their goals.

Clients know Kay as someone who brings clarity and honesty to all of her recommendations. She understands that every goal is unique, as are the financial solutions necessary to achieve that goal. Kay is also passionate about sustainable, responsible, impact investing and philanthropy and encourages clients to participate in charitable giving. She models this encouragement by arranging volunteer opportunities for clients and staff in addition to offering a policy that allows employees to take time off to volunteer for their community.

Kay has presented seminars on a variety of topics for corporations and community organizations and has been quoted numerous times in the Star Tribune, the Minnesota Women's Press and City Business. Her current volunteer commitments include serving on the Board of Trustees of the Episcopal Divinity School and the finance and personnel committees of her parish, St. John the Baptist Episcopal Church.  Past volunteer commitments include: president of the Sheltering Arms Foundation, investment committee of the Women’s Foundation of Minnesota and a trustee of the Episcopal Church in Minnesota.

She enjoys domestic and international travels, including an annual trip to Hawaii with her spouse and past trips to Africa and Antarctica. She also participates in sailing, canoeing and kayaking and escapes to her cabin in the woods of northern Wisconsin.

PROFESSIONAL AFFILIATIONS

Minnesota Chapter of the Financial Planning Association (FPA)

The Forum for Sustainable and Responsible Investment (USSIF)

National Association of Personal Financial Advisors (NAPFA)

CERTIFICATIONS

Certified Financial Planner™ professional

Financial Life Planner, Kinder Institute of Life Planning

AWARDS

2019 Selected as a Five Star Professional. The Five Star award recognizes wealth management professionals who provide quality services to their clients.

Experience 

Finding that her objectives differed from those of her employer, Kay and her co-founding partner made the decision to form Birchwood Financial Partners. Providing clients with the financial resources to help achieve their goals in a way that matches their values has given her much joy.

Education 

Colorado College, B.A. in Liberal Arts and Science

University of Minnesota, M.B.A. in Marketing

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