Helen’s clients recognize her ability to help them envision a successful financial future, then help them, step by step, build towards that future. She does this by showing them a clear picture of where they are today, and listening to their concerns for tomorrow. By recognizing their desires and spotting the things that must change, Helen works with them to build financial wealth as they create richer lives for themselves and their families.
Helen’s client base is diverse. She works with members of the real estate and mortgage industries, public employees, (including numerous Fire and Police Departments), small business owners, and retirees. While her clients come from many different industries and backgrounds, they all share an affirmative belief in the future. No matter where they are in their life cycle, Helen’s clients develop strategies that will protect themselves and their family, as well as build lasting situations of wealth.
With a financial career spanning over 20 years, Helen has seen her clients during the highs and lows. In Helen’s own case, she witnessed her family’s struggles and was determined, at an early age, to achieve. The sudden and untimely passing of both her father and her brother brought home the reality of what can happen when the proper protection for the family is not in place. By applying sound financial principles in her own life, Helen has been able to share with her clients the power of a solid and secure strategy.
A native Californian, Helen was born in Los Angeles and raised in Pasadena. She holds a degree in Music Education from UCLA, a Real Estate/Mortgage Broker's license, and her Insurance Broker's License. She lives in San Gabriel with her husband Doug, has 2 wonderful adult daughters, Jennifer and Nicole, and is experiencing life as the grandmother of a 1 year old boy “JD”.
Helen is active in the community, serving as an affiliate member of the Arcadia Association of Realtors, and currently serving on the Events 4 Charity Committee. She was a founding member of the San Gabriel chapter of Women’s Council of Realtors, serving as chapter secretary for 2 years. She has a great concern for the well being of families in crisis and has been active with The Door of Hope, a local charity that provides an intense program to bring homeless mothers, fathers, and their children back into society. The parents graduate from the program with a home, a job, and the discipline to boldly move forward with their lives. She is also an active member with Women in Networking in Pasadena. Helen loves to read, especially scary mysteries, has sung with her church choir for over 20 years, and has even participated in local musicals, TV, and film.
A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan.
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At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.
This firm is an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0D18642. This material is intended for general use. By providing this content the Guardian Life Insurance Company of America and your financial representative are not undertaking to provide advice or make recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.