Kathy Beronja, CFP®, is a Senior Vice President and Financial Advisor in Baird’s Private Wealth Management Group. She has been with Baird for over 25 years. She is a CERTIFIED FINANCIAL PLANNER™ professional and has successfully completed the Investment Counsel program sponsored by Baird at the University of Chicago Graduate School of Business.
In addition to the FINRA Series 7 and 63 securities licenses, Kathy is insurance licensed for the following lines of insurance: annuities, life, long-term care, and disability. She is currently insurance licensed in the following states: Wisconsin, Iowa, New Jersey and Vermont.
Kathy lives in Franklin with her husband, Kurt and son, Jack. She enjoys spending time with her family, watching Jack’s sporting events, golfing, travel and the Packers. She volunteers at her church, son’s school and various other organizations.
Please click here for a full list of Kathy's awards.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirement.