---
title: Kayla Berceau, CFP® - Financial Advisor
description: Kayla Berceau, CFP® is a Financial Advisor
---
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Phone: [952-885-9088](tel:19528859088)
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## Kayla Berceau, CFP®
#### Financial Advisor
[](mailto:kayla@birchwoodfp.com) [](https://www.linkedin.com/in/kayla-berceau-cfp%C2%AE-528066158/) [](https://www.birchwoodfp.com/hubfs/Kayla%20Berceau_%20CFP%C2%AE-3.vcf?hsLang=en)
Kayla is inspired by author and activist, Glennon Doyle and her nonprofit 'Together Rising' with the belief that when a woman rises, she brings her people up with her.
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## ABOUT KAYLA
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 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.
## PROFESSIONAL AFFILIATIONS & CERTIFICATIONS
[](https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/aaead1e0-d6df-46ae-9775-a3b866f910fd)
[](https://www.plannersearch.org/financial-advisor/kayla-berceau)
[](https://www.napfa.org/member/113544/19265)
## SEND KAYLA A MESSAGE
Learn how a financial plan could benefit you.
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## Read OUR Latest Blog Posts
[
](https://blog.birchwoodfp.com/the-new-face-of-wealth?hsLang=en)
[Sep 10, 2025
](https://blog.birchwoodfp.com/the-new-face-of-wealth?hsLang=en)
### [[The New Face of Wealth: What the Rise of the Female Investor Means for You](https://blog.birchwoodfp.com/the-new-face-of-wealth?hsLang=en)](https://blog.birchwoodfp.com/the-new-face-of-wealth?hsLang=en)
Written by: Dana Brewer, CFP®
A recent McKinsey report, The New Face of Wealth: The Rise of the Female Investor, shows how...
[Read More](https://blog.birchwoodfp.com/the-new-face-of-wealth?hsLang=en)
[
](https://blog.birchwoodfp.com/roadmap-to-clarity-and-confidence?hsLang=en)
[Jun 5, 2025
](https://blog.birchwoodfp.com/roadmap-to-clarity-and-confidence?hsLang=en)
### [[Financial Planning Services: A Roadmap to Clarity and Confidence](https://blog.birchwoodfp.com/roadmap-to-clarity-and-confidence?hsLang=en)](https://blog.birchwoodfp.com/roadmap-to-clarity-and-confidence?hsLang=en)
Written by: Kimmie Andrews, CFP® CDFA®
Introduction to Financial Planning Financial planning isn’t just about crunching numbers or picking...
[Read More](https://blog.birchwoodfp.com/roadmap-to-clarity-and-confidence?hsLang=en)
[
](https://blog.birchwoodfp.com/why-you-need-a-financial-advisor?hsLang=en)
[Mar 14, 2024
](https://blog.birchwoodfp.com/why-you-need-a-financial-advisor?hsLang=en)
### [[Why You Need a Financial Advisor](https://blog.birchwoodfp.com/why-you-need-a-financial-advisor?hsLang=en)](https://blog.birchwoodfp.com/why-you-need-a-financial-advisor?hsLang=en)
Written by: Bridget Handke, CFP®, CAP®
If you have lived for several decades, your personal finances have likely become more complex. You...
[Read More](https://blog.birchwoodfp.com/why-you-need-a-financial-advisor?hsLang=en)
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Phone: [952-885-9088](tel:19528859088)
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