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 Psychology and Early Childhood Education from the University of Washington. Helene also holds the following licenses: Series 24- Registered Principal, Series 63, Series 65, Series 7, and a Washington state insurance license. She has taught “Financial Survival Skills for Women,” “Planning for Retirement,” “Socially Responsible Investing,” and “Women, Wealth and Power” through UW Experimental College.