Helene Brown, CFP®
Director, Wealth Planner
Helene Brown, CFP® serves as Wealth Planner, Director at Cresset. She has worked in the wealth management industry since 2010, serving a diverse client base with a specific focus on high-net-worth individuals and international clients. Her areas of specialty include comprehensive financial planning, cross-border financial planning, philanthropic and legacy planning, as well as strategizing around estate and tax planning. She is a Certified Financial Planner (CFP®) practitioner and she also holds the Global Financial Planner (USA) designation.
Formerly Helene was a Wealth Advisor at Wealth Architects, LLC and BlueSky Wealth Advisors where she helped clients make informed financial decisions to pursue their goals. Prior to that, she spent time in Bermuda at Patterson Partners where she was a Cross Border Wealth Advisor.
Helene holds a Master of Accounting and Financial Management from Keller Graduate School of Management and a Bachelor of Science from DeVry University. She also graduated from the University of Paris-Creteil with a degree in Business and Marketing.
In the community, Helene volunteers her time by teaching underserved high school students’ healthy financial habits through the Bay Area Financial Education Foundation and supports the local French speaking community through her work with the Alliance Francaise of San Francisco and the Committee Official.
Helene and her daughter make their home in San Francisco. When not at work, she enjoys traveling, discovering new restaurants and spending time with her friends and family.