Broker Check



Helene Robertson has been a Certified Financial Planner practitioner (CFP®) since 1985. Socially Responsible Investing is Helene’s specialty and has been her focus for the last 30 years. Helene has an M. Ed. (1974) in Educational.

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As a 1993 graduate of Whittier College in California, Sanjay entered the financial planning field directly out of college. Though he earned a double major in Spanish & International Studies (with an emphasis on Latin America), several...

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Cynthia Gammon

LPL Financial Advisor


(206) 763-4364

Cindy joined Robertson-Das in 2005. As an integral member of our team, she participates in client reviews, assesses client needs and serves as a client advocate. Education has always been a focus for Cindy and she enjoys helping...

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Lonna is the first point of contact for our clients and facilitates client relationships as well as account transactions. She assesses client needs and serves as a client advocate. Organizing client events is another part of...

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