Broker Check
Jeanne M. Helmar, CFP(R)

Jeanne M. Helmar, CFP(R)

Partner & Financial Advisor

I graduated from Kutztown University in 2001 and have been serving the suburban Philadelphia area since 2005.  I was trained by CPAs and acquired my securities and insurance licenses in 2006, working closely with clients and advisors to provide operations, admin, and research support  In 2019, I proudly became a CERTIFIED FINANCIAL PLANNER™  professional after years of experience, study, and hard work.  The CFP® Board requires that all CFP® professionals commit to their Code of Ethics and Standards of Conduct to ensure high standards of competency and ethics.


I complete ongoing continuing education to ensure my skills are up-to-date and top-notch.  I pride myself on delivering excellent customer service, understanding each client’s individual situation, and providing the best solutions to take care of my client needs efficiently.  I will always have your best interest at heart.


On a personal note, I have volunteered for local organizations, such as the Montgomery County SPCA.  I live in the suburban Philadelphia area with my husband, David, my daughter, and three cats. In my spare time, I enjoy music, art, making things, and spending time with my family.