Britta Koepf CFP®, ChSNC®

Britta Koepf CFP®, ChSNC®

Practial Financial Planning

20525 Center Ridge Rd
Suite 501
Rocky River, OH 44116
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When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. It did not take her long to decide the best way forward would be to become a CERTIFIED FINANCIAL PLANNER™ and practice in a fiduciary, fee-only capacity. Shortly afterward, she realized that she would like to further specialize in financial planning for families with special needs, and began to seek her Chartered Special Needs Consultant Designation®.

Britta joined Practical Financial Planning in 2015, earned her CFP® designation in 2017, and earned her ChSNC® designation in 2020. She is a graduate of Hiram College, and of University of Akron’s CERTIFIED FINANCIAL PLANNER™ education program. Britta lives in Brooklyn Heights with her partner Craig and her dog Wombat, and enjoys the theater and ballroom dancing. One of several Harry Potter readers in the office, she is a proud Hufflepuff who believes Hufflepuffs make the best financial planners because they are natural fiduciaries.

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   I understand that by contacting a lawyer or a law firm through the Academy of Special Needs Planners, I will not create an attorney-client relationship and the message will not necessarily be treated as privileged or confidential. I also understand that if I contact a non-attorney member of the Academy, whether a financial planner, trustee or other non-attorney, that such contact does not by itself mean that the professional has been retained and that communications with the member may not be treated as privileged or confidential.