Kelly Berenbaum
CFP®, CEPA®
Blue Tree Financial
Founder and Lead Planner
Kelly Berenbaum
CFP®, CEPA®
Blue Tree Financial
Founder and Lead Planner
I believe trust is the keystone of a successful relationship between client and advisor. I am passionate about helping my clients articulate life goals and think long-term to achieve them. - Kelly Berenbaum, CFP®, CEPA®
Fee-Only financial planner located in Winter Park, FL, serving clients locally and across the country
Kelly Berenbaum is a Winter Park, FL fee-only financial advisor serving clients locally and across the country. Blue Tree Financial provides comprehensive financial planning to help family business owners, professionals, or individuals managing a significant inheritance organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kelly Berenbaum is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
As a member of Generation X, Kelly Berenbaum can understand and relate to the needs and challenges of both older Baby Boomers and younger Millennials, as well as those trying to transition wealth across generations. She strives for balance across planning and investing to help clients achieve their financial and life goals.
Kelly brings expertise and tailored solutions to clients leveraging her broad business experience and network of professional partners. She aims to provide a sophisticated, yet straightforward experience to ensure that her clients feel confident and in control.
As a former corporate executive and founder of a small business, Kelly enjoys working with business owners and professionals across various fields. Kelly holds a Bachelor of Arts degree in International Business from Eckerd College, and a Master of Business Administration degree from the University of South Florida.
Kelly Berenbaum is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Blue Tree Financial provides comprehensive financial planning services for family business owners, professionals, or individuals managing a significant inheritance. We believe trust is the cornerstone of a successful relationship between client and advisor. We are passionate about helping our clients articulate their personal financial goals and think long-term to achieve them. Our founder, Kelly Berenbaum, is a CFP® professional and holds the Certified Exit Planning Advisor credential or CEPA®. CFP® professionals have met rigorous qualifications for financial planning and have agreed to abide by the standards set forth in CFP Board’s Code of Ethics and Standards of Conduct. A Certified Exit Planning Advisor or CEPA® is a holistic business advisor that helps a business owner align business, personal, and financial goals while building transferable value into their business so that the owner is always prepared to capitalize on a transition of their company, planned or unplanned. CEPA® credential holders have successfully completed an executive MBA style program, and passed a comprehensive exam. Blue Tree Financial is a fee-only firm focused on providing financial planning services. We do not earn commissions for selling products.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Business Succession Planning
- Retirement Planning
- Investment Management
- Tax Planning
Ideal Clients
- Family Business Owners
- Women Business Owners & Professionals
- Inheritance or Sudden Money
Working Together
- Virtual Meetings
- In Person Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kelly Berenbaum is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Kelly Berenbaum is a Certified Exit Planning Advisor® (CEPA®)The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.
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Kelly Berenbaum is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Kelly Berenbaum is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Kelly Berenbaum is Quoted in the Wall Street Journal: "How to Make Your Financial Life Happier in 2022"
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Kelly Berenbaum is Quoted in InvestmentNews: "Advisers cautiously upbeat about crypto 401(k) investing with Fidelity imprimatur"
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Blue Tree Financial is a Member of the Winter Park Chamber of Commerce
Contact Kelly Berenbaum
Office Locations:
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941 W. Morse Blvd.
Suite 100
Winter Park, FL 32789
