Owner, Financial Planner
Current
Jul 2022 - Present
AeroLeads people directory · profile
Britta Koepf, Cfp®, Chsnc® (She/Her) Email & Phone Number
Owner, Financial Planner
at
Tranquil Path Financial Planning
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Owner, Financial Planner
Location
Greater Cleveland, United States, United States
Who is Britta Koepf, Cfp®, Chsnc® (She/Her)? Overview
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Quick answer
Britta Koepf, Cfp®, Chsnc® (She/Her) is listed as Owner, Financial Planner at Tranquil Path Financial Planning, based in Greater Cleveland, United States, United States. AeroLeads shows a matched LinkedIn profile for Britta Koepf, Cfp®, Chsnc® (She/Her).
Britta Koepf, Cfp®, Chsnc® (She/Her) previously worked as Partner, Lead Advisor at Northavenue Financial Advocates and Financial Advisor at Practical Financial Planning. Britta Koepf, Cfp®, Chsnc® (She/Her) holds B.A., Biomedical Humanities from Hiram College.
Company email context
Email format at Tranquil Path Financial Planning
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Tranquil Path Financial Planning
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Profile bio
About Britta Koepf, Cfp®, Chsnc® (She/Her)
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 after completing the University of Akron’s CERTIFIED FINANCIAL PLANNER™ education program. Britta lives in Brooklyn Heights with her husband Craig Lawrie and her dog Wombat. Britta has been quoted in Financial Advisor Magazine and The Plain Dealer. She has also been interviewed in the WSJ’s Your Money Briefing podcast.
Current workplace
Britta Koepf, Cfp®, Chsnc® (She/Her)'s current company
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7 roles
Britta Koepf, Cfp®, Chsnc® (She/Her) work experience
A career timeline built from the work history available for this profile.
Partner, Lead Advisor
Jan 2022 - Jun 2022
Financial Advisor
Holistic. Fee-only. Fiduciary.Unlike the great majority of the finance world, everything we do at Practical Financial Planning is focused on one overriding concern: What is in the best interest of the client?And it’s about more than money.By focusing intently on improving your financial situation, we free more of your own time and energy to devote to.
Jun 2017 - Jan 2022
Associate Financial Planner
Practical Financial Planning
I provide holistic fee-only financial guidance to clients of all ages
Jun 2015 - Jun 2017
Intern
Dinuzzo Index Advisors
Dec 2014 - May 2015
Dog Walker & Pet Sitter
Britta'S Pet Sitting
Jul 2010 - Dec 2014
Student Researcher
Nov 2008 - Dec 2010
2 education records
Britta Koepf, Cfp®, Chsnc® (She/Her) education
B.A., Biomedical Humanities
Financial Planning
FAQ
Frequently asked questions about Britta Koepf, Cfp®, Chsnc® (She/Her)
Quick answers generated from the profile data available on this page.
What company does Britta Koepf, Cfp®, Chsnc® (She/Her) work for?
Britta Koepf, Cfp®, Chsnc® (She/Her) works for Tranquil Path Financial Planning.
What is Britta Koepf, Cfp®, Chsnc® (She/Her)'s role at Tranquil Path Financial Planning?
Britta Koepf, Cfp®, Chsnc® (She/Her) is listed as Owner, Financial Planner at Tranquil Path Financial Planning.
Where is Britta Koepf, Cfp®, Chsnc® (She/Her) based?
Britta Koepf, Cfp®, Chsnc® (She/Her) is based in Greater Cleveland, United States, United States while working with Tranquil Path Financial Planning.
What companies has Britta Koepf, Cfp®, Chsnc® (She/Her) worked for?
Britta Koepf, Cfp®, Chsnc® (She/Her) has worked for Tranquil Path Financial Planning, Northavenue Financial Advocates, Practical Financial Planning, Dinuzzo Index Advisors, and Britta'S Pet Sitting.
How can I contact Britta Koepf, Cfp®, Chsnc® (She/Her)?
You can use AeroLeads to view verified contact signals for Britta Koepf, Cfp®, Chsnc® (She/Her) at Tranquil Path Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Britta Koepf, Cfp®, Chsnc® (She/Her) attend?
Britta Koepf, Cfp®, Chsnc® (She/Her) holds B.A., Biomedical Humanities from Hiram College.
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