Kayla Berceau, CFP®

Financial Advisor

email linkedin address

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.

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.

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PROFESSIONAL AFFILIATIONS & CERTIFICATIONS

CFP
FPA2-1
ussif
NAPFA

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