Bridget Handke
Financial Advisor and Principal @Birchwood Financial Partners, Inc
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WORK HISTORY
Financial Advisor and Principal @Birchwood Financial Partners, Inc
Bridget Handke, one of the owners of Birchwood Financial Partners, has a personal mission to help people thrive. She does this by developing long-term relationships with clients that enables her to understand what is most important to them. Bridget strives to give clients a sense of confidence. She is able to translate complex financial concepts into plain language so their finances are understandable, flexible and helps promote peace of mind.Bridget understands that for many, success means going beyond oneself and family to help communities thrive as well. Bridget helps interested clients with sustainable, responsible, impact investing, a specialty at Birchwood. For others she helps them craft and implement a philanthropic giving strategy. Bridget believes philanthropic giving can have such a positive impact on communities that she earned the CAP® designation – Chartered Advisor in Philanthropy. Investment advisory services offered through Birchwood Financial Partners, Inc.
EDUCATION
Santa Clara University
Business
Iowa State University
Bachelor of Science
ABOUT BRIDGET HANDKE
Birchwood Financial Partners is a fee-only financial planning and investment management…
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