Britta Koepf, Cfp®, Chsnc® (She/Her)

Britta Koepf, Cfp®, Chsnc® (She/Her) Email and Phone Number

Financial advisor helping real people build wealth @ Tranquil Path Financial Planning
Britta Koepf, Cfp®, Chsnc® (She/Her)'s Location
Greater Cleveland, United States
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.

Britta Koepf, Cfp®, Chsnc® (She/Her)'s Current Company Details
Tranquil Path Financial Planning

Tranquil Path Financial Planning

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Financial advisor helping real people build wealth
Britta Koepf, Cfp®, Chsnc® (She/Her) Work Experience Details
  • Tranquil Path Financial Planning
    Owner, Financial Planner
    Tranquil Path Financial Planning Jul 2022 - Present
    Independence, Ohio, United States
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  • Northavenue Financial Advocates
    Partner, Lead Advisor
    Northavenue Financial Advocates Jan 2022 - Jun 2022
    Cleveland, Ohio, United States
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  • Practical Financial Planning
    Financial Advisor
    Practical Financial Planning Jun 2017 - Jan 2022
    Rocky River, Ohio
    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 what’s really important in your life—the pursuits you find fulfilling, the ideas you’re passionate about, the people you love.We’re here to help you get the most out of more than just your money. Because as important as it can be to make the stack of green paper larger—and it’s often very important—we understand that there’s much more to life.Learn more at https://p-f-p.com/
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  • Practical Financial Planning
    Associate Financial Planner
    Practical Financial Planning Jun 2015 - Jun 2017
    Cleveland
    I provide holistic fee-only financial guidance to clients of all ages
  • Dinuzzo Index Advisors
    Intern
    Dinuzzo Index Advisors Dec 2014 - May 2015
    Beaver, Pa
  • Britta'S Pet Sitting
    Dog Walker & Pet Sitter
    Britta'S Pet Sitting Jul 2010 - Dec 2014
    Chagrin Falls
  • Cleveland Clinic
    Student Researcher
    Cleveland Clinic Nov 2008 - Dec 2010
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Britta Koepf, Cfp®, Chsnc® (She/Her) Education Details

Frequently Asked Questions about Britta Koepf, Cfp®, Chsnc® (She/Her)

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 the current company?

Britta Koepf, Cfp®, Chsnc® (She/Her)'s current role is Financial advisor helping real people build wealth.

What schools did Britta Koepf, Cfp®, Chsnc® (She/Her) attend?

Britta Koepf, Cfp®, Chsnc® (She/Her) attended Hiram College, The University Of Akron.

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