Helen Hartman, CRPC
Financial Advisor – Chapter Director
30285 Bruce Industrial Parkway
Helen Hartman is the Chapter Director for the Foundation for Personal Financial Education in Cleveland, Ohio. The Foundation is a non-profit organization which provides financial education to various corporations and organizations to better assist the general public in handling their finances. Through a series of workshops such as retirement planning, estate planning, financial management, etc… topics are introduced and clarified to the individual attendees. She has been delighted in partnering with manufacturers, major museums, retailers, school districts, and government offices to increase fiscal comfort for employees throughout Ohio. Helen has been presenting such topics to groups for years through community work for her previous employer, PNC Investments. She receives great joy in building confidence for financial management.
Helen has been in the securities industry since 2005. Her licenses include Series 6, 7, 63, 65, and Life and Health Insurance. She worked in the Retail Investment division of PNC Bank for 10 years which started her journey of educating people in personal finance. Currently Helen is an Independent Wealth Advisor with LPL Financial doing business as Redwood Financial Network, focusing her practice on Retirement Plans and Group Plan Services as well as Individual Wealth Management.