Kelly Berenbaum
Flat Fee Fiduciary Financial Planner
- Role
- Founder and Lead Planner at Blue Tree Financial
- Location
- Winter Park, FL, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Kelly Berenbaum
Kelly helps business owners, women in leadership roles, or those managing a significant inheritance to plan and invest for their future.
Experience
Founder and Lead Planner
Aug 2021 — Present · Winter Park, FL, US
Education
University of South Florida - College of Business Administration
Master of Business Administration (MBA)
1997 — 2001
Eckerd College
BA, International Business
1991 — 1994
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