Helen Hartman, CRPC®, PPC®, CPFA
Director of Retirement Plan Services | Wealth Advisor
440.287.5020
HHARTMAN@REDWOODFN.COM
Helen joined the Redwood Financial Network (RFN) in 2014. Her history at National City Bank/Nat City Investments (later PNC) opened her eyes to the need for an educational and consultative approach to financial planning. She brings this philosophy to strategies in wealth transfer, retirement goals, retirement income, education planning, personal wealth building, and long-term care needs.
As her experience grew, so did her interest in helping more people, leading her to the role of Director of Retirement Plan Services at Redwood Financial Network. Helen works closely with a suitable retirement plan for each situation. She provides overall analysis to assist in choosing a comprehensive retirement plan type and acts as a recordkeeper for each of our clients.
Professional designations
CRPC® Chartered Retirement Planning
PPC® Professional Plan Consultant®
CPFA® Certified Plan Fiduciary Advisor
If you would like to learn more about how we approach retirement planning, we invite you to begin with our written perspective.
