Britta Koepf

Britta Koepf

Specialties:

Special-Needs Planning
Public Sector Professionals

Website:

Phone Number:

216-688-3737

Email:

Britta Koepf, CFP®
Practical Financial Planning

Unlike the great majority of the finance world, everything Britta does 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.

At Practical Financial Planning, Britta is there 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—they understand that there’s much more to life.

Britta’s Approach

The financial world is complicated. But it doesn’t have to be.

Britta believes professional financial guidance should work to benefit you, the client. Your plan should be straightforward, easy to understand, and effective. And while your advisor should be able to explain your plan to you in as much detail as you might like, you shouldn’t have to become a finance expert yourself for your plan to work..

From its earliest days, it has been the mission of Practical Financial Planning to deliver high quality, no-commission financial guidance in the undivided best interest of the client.

They have only one ambition: to be your trusted partner in creating financial confidence. Because the moment you stop worrying about money, life gets better™.

Britta joined Practical Financial Planning in 2015 as a financial planning apprentice and earned her CERTIFIED FINANCIAL PLANNER™ designation in 2017. Britta is a graduate of Hiram College, and of University of Akron’s CERTIFIED FINANCIAL PLANNER™ education program. An Investment Advisor Representative licensed by the state of Ohio, she is a lifelong resident of Chagrin Falls, Britta enjoys the theater, ballroom dancing, and searching for her next canine companion.

Contact Britta

Close Menu