hsipsas
@hsipsas
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Helen Sipsas is the co-founder of Peak Wealth Advisors and is a CERTIFIED FINANCIAL PLANNER™ professional. Previously she held positions as a Financial Advisor with Merrill Lynch, Managing Director of Sandpiper Capital, Vice President- Investment Manager for FINOVA Mezzanine Capital and Vice President-Business Development for FINOVA Corporate Finance.
Helen’s experience includes financial planning and asset management for individuals and businesses. She is also experienced with mergers and acquisitions, leveraged buyouts, growth financing, debt restructuring and exit planning for privately held businesses.
Helen holds a bachelor degree from USC’s Marshall School of Business and an MBA with a concentration in finance from Loyola Marymount University. She has been awarded the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards, the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, and the Accredited Investment Fiduciary™ designation from the Center for Fiduciary Studies. Helen is the founder and President of the USC Alumni Club of San Luis Obispo, and serves on the board of directors for the San Luis Obispo Botanical Garden.
Peak Wealth Advisors
www.peakwealthinc.com
888-231-3262
Peak Wealth Advisors, Inc. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Peak Wealth Advisor, Inc. and its representatives are properly licensed or exempt from licensure.
Helen’s experience includes financial planning and asset management for individuals and businesses. She is also experienced with mergers and acquisitions, leveraged buyouts, growth financing, debt restructuring and exit planning for privately held businesses.
Helen holds a bachelor degree from USC’s Marshall School of Business and an MBA with a concentration in finance from Loyola Marymount University. She has been awarded the CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards, the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, and the Accredited Investment Fiduciary™ designation from the Center for Fiduciary Studies. Helen is the founder and President of the USC Alumni Club of San Luis Obispo, and serves on the board of directors for the San Luis Obispo Botanical Garden.
Peak Wealth Advisors
www.peakwealthinc.com
888-231-3262
Peak Wealth Advisors, Inc. is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Peak Wealth Advisor, Inc. and its representatives are properly licensed or exempt from licensure.
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