Becca Oelrich, CFP®
“I love helping my clients reach their financial goals and I love the holistic planning approach BerganKDV takes with each of our clients. At BerganKDV, we take a team approach to solving any problems we or our clients face.”
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Becca helps clients reach their goals by continually assessing their risk/insurance, tax, financial planning, investments and estate planning needs. She likes the systematic plan of attack that is taken to analyzing available solutions and turning that into a customized plan for each client she works with. Becca is known for going the extra mile to know what her clients are passionate about outside of their financial world. She enjoys learning about what makes a client’s day and the little things that are important to them.
Becca earned her bachelor’s degree in biology from Truman State University and is a CERTIFIED FINANCIAL PLANNER™. She is involved with the Central Minnesota Estate Planning Council.
// Becca Oelrich, CFP®s RECENT BLOG