Profile

Ms. Britta Koepf, CFP®, ChSNC

Practical Financial Planning, Inc.

Contact Details

Practical Financial Planning, Inc.
20525 Center Ridge Rd
Suite 501
Rocky River, OH 44116
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Primary: (216) 688-3737

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Bio

Britta serves as the primary advisor for selected clients at Practical Financial Planning, in addition to providing expert professional support to Senior Advisor Ken Robinson on client matters.

When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. It did not take her long to decide the best way forward would be to become a CERTIFIED FINANCIAL PLANNER™ and practice in a fiduciary, fee-only capacity.

Britta joined Practical Financial Planning in 2015. She is a graduate of Hiram College, and of University of Akron’s CERTIFIED FINANCIAL PLANNER™ education program. Britta lives in Brooklyn Heights with her partner Craig and enjoys the theater, ballroom dancing, and searching for her next canine companion. One of several Harry Potter readers in the office, she is a proud Hufflepuff and believes Hufflepuffs make the best financial planners because they are natural fiduciaries.
 

Professional Credentials/Designations

  • CFP®
  • ChSNC

Serving Clients Living In

  • MI
  • NM
  • OH
  • VA
  • WA

Engagements Offered

  • Limited/Project Retainers
  • One-Time Reviews
  • Open Retainers

Education-College/University

  • Hiram College

Education-Degree/Major

  • Biomedical Humanities

Education2-College/University

  • University of Akron

Education2-Degree/Major

  • Financial Planning

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Professional Associations

  • NAPFA
  • Other (please specify)

Other Associations

  • The Academy of Special Needs Planners