As a wealth management advisor, Helen has helped investors navigate the ups and downs of the stock market for more than three decades. She helps them to stay invested through each market downturn and to stay focused on the long term. Helen offers a comprehensive approach to wealth planning, from asset allocation to risk management, retirement and estate planning. Most importantly, Helen helps clients with a wealth plan that matches their financial goals for a successful outcome.
Helen believes each client is unique with their own set of circumstances and customizes a strategy that will match their unique situation. She approaches each client by taking time to learn what is most important to them.
Education is an important part of Helen’s success. As a member of The Investment and Wealth Institute, Helen keeps up with changing regulation and market dynamics by completing ongoing continuing education and adhering to the strict guidelines as part of the Certified Investment Management Analyst® designation that she has held for more than 20 years.
In addition to her day-to-day activities as a wealth advisor, Helen is committed to community service. She realizes that not everyone has the ability or tools to manage their finances yet knows that it is necessary.
Helen is an instructor at the College of Marin. Through her instruction at the college, WI$E UP: Financial Education for Women, Helen has provided financial education to young women, those recently divorced, widows and female retirees. What these women all have in common is they suddenly find themselves in charge of their finances for the first time; they realize their financial future is too important to rely on someone else.
In addition, Helen has volunteered on the board of Hospice By The Bay (By The Bay Health) for 15 years. Her role as finance committee member helped to create an investment portfolio that today complies with investment policies governing non-profit endowments and operating budgets. In addition, Helen’s nonprofit work included reviewing and recommending a new 401(k) plan to replace one that was outdated and out of compliance with ERISA.
Helen learned early in life the importance of saving and investing. She learned this valuable lesson from her immigrant mother. Her mother was a seamstress and earned just pennies for each pair of jeans made as a seamstress. These sewing women all had their own dreams of a better life and of home ownership. Helen’s mother saved her pennies and was able to buy a home for her family of seven.
Today, Helen adheres to a basic principle her mother taught her; it’s not how much you earn but how much you save that matters.
