Jeanne M. Helmar, CFP(R)
Partner & Financial Advisor
Jeanne graduated from Kutztown University and has been serving the suburban Philadelphia area since 2005. She was trained by CPAs and acquired her securities and insurance licenses in 2006, working closely with clients and advisors to provide operations, admin, and research support In 2019, Jeanne 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.
Jeanne completes ongoing continuing education to ensure her skills are up-to-date and top-notch. She prides herself on delivering excellent customer service, understanding each client’s individual situation, and providing the best solutions to take care of client needs efficiently. She will always have your best interest at heart.
Jeanne has volunteered for local organizations, such as the Montgomery County SPCA. She lives in the suburban Philadelphia area with her husband, David, her daughter, and three cats. In her spare time, she enjoys music, art, making things, and spending time with her family.