Helen Hartman, CRPC
Financial Advisor – Chapter Director
30285 Bruce Industrial Parkway
Helen Hartman is the Chapter Director for the Foundation for Personal Finance 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. 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 holds degrees in Psychology and Music and worked with a major publishing company prior to joining the Financial Industry. She worked in the retail Investment division of PNC Bank for 10 years which started her journey of educating people in personal finance. Her opportunity to bring the non-profit group Foundation for Personal Finance Education to Cleveland is exciting and she looks forward to many workshops throughout the Greater Cleveland area.