Helena Rosenthal
Financial advisor, wealth management
Helena runs a boutique wealth management firm in Los Angeles. She often meets clients when they are seeking strategies that minimize tax drag and maximize wealth.
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Certified Series 7, Series 63 & Securities Industry Essentials
Dartmouth College, B.A., M.P.H.
UCLA Anderson, M.B.A
Chair of Beverly Hills Health & Safety Commission
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Women’s Financial Literacy
Legacy Planning
Retirement Distribution
Business Planning
Tax-Smart Strategies

