Kayla Berceau, CFP®

Kayla Berceau, CFP®

As a financial advisor, Kayla plays a crucial role in guiding clients through the complexities of financial planning, providing advice tailored to each client's unique situation and goals. Her approach is comprehensive and empathetic, ensuring that her clients feel supported and informed every step of the way. Kayla joined Birchwood as a client service specialist, where she enjoyed streamlining complicated processes for clients. She expanded on this experience by earning her CERTIFIED FINANCIAL PLANNER® certification. She is excited to work as a financial advisor alongside a reliable, collaborative team that cares deeply about its clients' well-being. Kayla enjoys traveling, spending time outside, and staying active. She often explores Minneapolis with her friends.

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Recent Posts

What 'Being On Track' Really Means in Your 30s

Kayla Berceau, CFP®
May 14, 2026 8:00:01 AM

In your 30s, it’s common to wonder: Am I on track financially… or already behind?

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

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