Helen Hartman, CRPC®, PPC®, CPFA
Director of Retirement Plan Services | Wealth Advisor
Helen joined the Redwood financial Team (RFN) in 2014 following over ten years of previous experience in the Financial Industry. Her history at National City Bank/Nat City Investments (later PNC) opened her eyes to the great 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 greater amounts of people leading her to the role of Director of Retirement Plan Services for Redwood Financial Network. Helen represents the redwood team working closely with employers, plan sponsors, rcordkeepers, and third party administrators (TPA) to discover a suitable retirement plan for each situation. She provides overall analysis to assist in choosing a comprehensive retirement plan type as well as recordkeeper for each of our clients.
In the off hours of her day, Helen enjoys educating all people in financial wellness. She holds the position of Ohio Chapter Director for the Foundation for Personal Financial Education where she has partnered with such entities as the Cleveland Museum of Art, Cleveland Public Library System, AkroChem Inc., Glunt Industries, and many others in educating and consulting employees on Financial Wellness.
Helen lives in Brunswick Hills, OH with her husband and German Shepherd. They enjoy their many kids together.