Blue Tree Financial

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. Blue Tree Financial LLC is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information shared on this page shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Privacy Policy: https://bluetreefi.com/privacy-policy/ ADV:https://adviserinfo.sec.gov/firm/summary/315622