Britta Koepf (CFP)

Britta Koepf focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Federal Employees
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Middle Income Client Needs
  • Retirement Planning & Distribution Rules

Planning Specialties

Britta works with individuals and families at all points in their financial lives, most often by creating complete financial plans as a part of an ongoing advisory relationship. Clients can also engage her for projects to develop a full investment and retirement plan, or for a single meeting. 

Britta particularly enjoys working with

  • individuals with special needs and their families
  • public employees (FERS, OPERS, STRS Ohio, SERS)
  • unmarried professionals

 

Additional Information

Britta believes that financial planning is not a one-time event; it is a process that everyone should engage in for their entire lives. She works with clients to create financial plans suited to their unique and changing situations.

 

"I like being the person my clients can come to when they need talk through a financial concern, whether they need guidance or a sounding board."

 

Britta is a graduate of Hiram College, and of University of Akron’s CERTIFIED FINANCIAL PLANNER™ education program. 

 

NAPFA Start Date

July 17, 2018

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This Office

20525 Center Ridge Rd Ste 501 Rocky River, OH 44116-3435 Phone: (216) 688-3737 Fax: (216) 688-1737