Kay Kramer (CFP®)

Kay Kramer focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Kay is a member of the Forum for Sustainable and Responsible Investment (USSIF).

Kay is a Financial Life Planner, Kinder Institute of Life Planning.

 

Additional Information

Kay co-founded the company in 1990 to create a firm dedicated to lasting, productive relationships with clients.  She is passionate about Sustainable, Responsible, Impact (SRI) investing and philanthropy.  Birchwood models this commitment to philanthropy by having volunteer activities for clients and staff, as well as having a policy that allows employees time off to volunteer for their community. 

Kay has presented seminars on a variety of topics for corporations and community organizations and has been quoted numerous times in the Star Tribune, the Minnesota Women's Press and City Business. Her current volunteer commitments include serving on the Board of Trustees of the Episcopal Divinity School and the finance and personnel committees of her parish, St. John the Baptist Episcopal Church.  Past volunteer commitments include: president of the Sheltering Arms Foundation, investment committee of the Women’s Foundation of Minnesota and a trustee of the Episcopal Church in Minnesota.

NAPFA Start Date

April 02, 2015

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This Office

3300 Edinborough Way Ste 610 Edina, MN 55435-5962 Phone: (952) 885-9088 Fax: (952) 887-2949