Kelly Berenbaum

After a successful career on the corporate side of financial services in technology, product leadership, and client strategy roles, Kelly founded Blue Tree Financial LLC, a fiduciary financial planning firm. Kelly provides personal financial planning, investment management, and succession planning for family business owners. She also serves high earners who embrace the importance of a financial plan but may not have assets to invest, either because they are invested in an employer-qualified plan or are still early in building assets. Kelly enjoys collaborating with clients to co-create financial solutions. She particularly enjoys complex, multi-faceted plans where there may be more than one path to success. Kelly is a CFP® professional and holds the Certified Exit Planning credential or CEPA®. She 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.