Michael J. Helgesen, RHU, CFP®

Michael J. Helgesen, RHU, CFP®

President

Phone: (203) 438-4255
Fax: (203) 438-2756
E-mail:

Experience:

     • Founding President, Sound Financial Services, Inc.

     • 25 years as a Certified Financial Planner™

     • Founding President, Westchester Rockland Fairfield Society of    CFPs®

     • 3rd generation business owner with experience and expertise in pensions, risk reduction, insurance and wealth management

     • Past Chairman, Westchester County American Red Cross

     • Creator of DYNAMIC MAPPING™, a process that helps individuals and small businesses visualize and understand their key opportunities and risks

Designations, Degrees & Licenses:

     • The Wharton School, University of Pennsylvania Certificate in Retirement Planning

     • College of Financial Planning, CFP®

     • New School University, B.A. Liberal Arts

     • FINRA licenses: Series 7, 63, 65 & 24

      • Life & Health insurance licenses

Leadership Awards & Positions:

     • Author of articles on range of financial planning and investment topics

     • Frequent guest on News 12 TV’s “12 On The Money”

     • Advisory Council, Curian Capital – one of twelve nationally chosen to help shape the company’s strategy

     • As Chairman of the Westchester County American Red Cross, received the Red Cross Community Service Award along with proclamation from Westchester County for results achieved 

      • Recipient of dozens of national awards for outstanding service to clients and community

     • Often speaks to groups of professional planners, employee groups and donors to not-for-profit organization

 

CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP(flame logo) ARE CERTIFICATION MARKS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC AND ARE AWARDED TO INDIVIDUALS WHO SUCCESFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS