Helene Brown

Background

About Helene Brown

As Director, Wealth Planner at Cresset, I create custom financial plans for prospective and current clients, and refine them as their unique situations and economic landscape warrant. I I collaborate with Wealth Advisors and clients' other trusted professionals to deliver integrated advice. I advise clients on a broad range of financial and retirement planning strategies. Blending integrity, hard work and a willingness to listen to each client specifically, I am dedicated to assisting my clients in meeting their financial goals. I am also very familiar with the international community and understands the challenges and complexity of expatriates' financial planning. I am a CFP® professional and hold a Masters in Accounting and Financial Management with a concentration in finance. I serve on the board of the Alliance Francaise of San Francisco. I also was a member of NAPFA, the Financial Services Institute (FSI) and the Washington DC National Chapter of the Financial Planning Association (FPA), and I volunteered for the National Chapter of FPA. I believe in lifetime learning and showed the same dedication in providing better schools and world class education to the students of the District of Columbia. I served on the Board of Trustees of BASIS DC charter school. I spent over 15 years as a flight attendant with both Northwest Airlines and United Airlines, gaining solid experience in customer service and the development of successful working relationships with clients. I was a member of Toastmasters International and lead seminars on different financial topics. Specialties: Financial planning, wealth management, cross border, tax planning, high net worth, equity compensation, retirement, risk management, college funding.