Helen J. Sun, CFP, CPA
Financial Planning Analyst
Helen works directly with our clients to develop and implement their wealth management solutions by providing customized advice based on each client’s specific financial goals and needs. The strong analytical skills Helen brings with her from her background in accounting, tax, and benefit audits, are invaluable when applied to analyzing our clients’ investments, insurance, and financial plans.
Helen holds the professional designations of Certified Financial Planner (CFP) and Certified Public Accountant (CPA), and is Series 7, 66, and life and health licensed.
In her free time, Helen enjoys reading, traveling, and spending time with her family.