Kelly Berenbaum, CFP®, CEPA® Blue Tree Financial

About Kelly Berenbaum, CFP®, CEPA®

Blue Tree Financial provides comprehensive financial planning services for family business owners, professionals, or individuals managing a significant inheritance. We believe trust is the cornerstone of a successful relationship between client and advisor. We are passionate about helping our clients articulate their personal financial goals and think long-term to achieve them. Our founder, Kelly Berenbaum, is a CFP® professional and holds the Certified Exit Planning Advisor credential or CEPA®. CFP® professionals have met rigorous qualifications for financial planning and have agreed to abide by the standards set forth in CFP Board’s Code of Ethics and Standards of Conduct. A Certified Exit Planning Advisor or CEPA® is a holistic business advisor that helps a business owner align business, personal, and financial goals while building transferable value into their business so that the owner is always prepared to capitalize on a transition of their company, planned or unplanned. CEPA® credential holders have successfully completed an executive MBA style program, and passed a comprehensive exam. Blue Tree Financial is a fee-only firm focused on providing financial planning services. We do not earn commissions for selling products.

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Ideal Clients

  • Business Owners
  • Inherited Wealth
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Quarterly Fee: $750+/qtr
  • Assets Under Management: 1.00%

SEC Records

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