Kay Kramer, CFP®

Kay Kramer, CFP®

Kay retired from financial planning in 2021. In 1990, Kay and her co-founding partner made the decision to form Birchwood Financial Partners. Providing clients with the financial resources to help achieve their goals in a way that matches their values has given her much joy.

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Recent Posts

Kay Kramer, CFP®
Nov 22, 2021 2:15:00 PM

Shareholder advocacy is a significant part of Sustainable Responsible Impact (SRI) investing and a crucial tool in making changes for the good of the...

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Kay Kramer, CFP®
Oct 28, 2021 7:15:00 AM

I thought I was ready. I thought I was ready to have my mother die. She was 95 and a half, after all, and had a really wonderful life. She had been...

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Kay Kramer, CFP®
Jun 10, 2021 8:04:35 AM

Follow Birchwood’s co-founder Kay Kramer as she journals her experience transitioning into retirement.

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Kay Kramer, CFP®
Dec 16, 2020 3:13:15 PM

Leadership changes always beget uncertainty. When that transitioning leader is the top-ranking official of our federal government, it can signal...

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Kay Kramer, CFP®
Sep 6, 2019 1:36:08 PM

Female empowerment, what does that phrase mean to you? For me, it’s about empowering women around a variety of issues. There is an organization...

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Kay Kramer, CFP®
May 15, 2019 9:21:25 AM

I have been interested and involved in Sustainable, Responsible, Impact investing (SRI) for most of my financial planning career. As a member of the...

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Kay Kramer, CFP®
Apr 4, 2019 8:57:54 AM

Minnesota hosted Super Bowl LII and introduced the world to the Bold North! As a resident, it was hard not to feel the camaraderie with your fellow...

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Kay Kramer, CFP®
Mar 27, 2019 11:00:00 AM

One powerful way to make a difference in today’s world is by wielding our financial power. One way people are doing this is through Socially...

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Kay Kramer, CFP®
Jan 23, 2019 9:38:06 AM

One of the many things that you may think about as you near a transition to retirement or are retired, is how your charitable giving may change....

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Kay Kramer, CFP®
Oct 3, 2018 7:20:00 AM

As a woman financial advisor in an overwhelming male profession, I find the recent emphasis on women empowerment funds or gender lens investing is...

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Investment Advisory services offered through Birchwood Financial Partners, Inc. an SEC Registered Investment Advisor.

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