Helen Barbre-Stephens, Cfp®, Ea Email and Phone Number
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Helen Barbre-Stephens, Cfp®, Ea personal email
Helen Barbre-Stephens, Cfp®, Ea phone numbers
Fueled by her passion for helping clients address their concerns and fears around money and how it impacts their families, Helen Stephens, CFP®, EA, CEPA, founded Aspen Wealth Management in 2011. Her leadership is driven by more than 25 years of experience specializing in retirement and tax planning for those nearing and transitioning into retirement. Helen is a frequent speaker on the subject of women and money and has taught Financial Understanding for Women through the Extended Education department at Texas Christian University (TCU). She is a graduate of the Cox School of Business at Southern Methodist University (SMU) with a bachelor’s degree in finance. As a thought leader in the field of retirement and tax planning, she is regularly quoted in publications, including The Wall Street Journal, USA Today, Oprah Magazine, and the Fort Worth Star-Telegram.Helen proudly served on the board of Habitat for Humanity for six years, culminating with a stint as the President of the Board, and she continues to be a committed volunteer for the organization. Her community volunteerism also extends to projects at Christ Chapel Bible Church, where she is an active member.Originally from Tulsa, Oklahoma, Helen and her husband John live in Fort Worth. She enjoys spending quality time with her three adult children, Hannah, Amanda, and Jack, as well as time outdoors gardening, hiking, and traveling to new places to take in the sights and meet interesting people.
Aspen Wealth Management
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Certified Financial Planner™ | Financial, Retirement & Tax Planner | Founder & PresidentAspen Wealth Management Sep 2011 - PresentFort Worth, Tx, UsAt Aspen Wealth Management, we’re on a mission to inspire our clients to make informed financial decisions through education, communication, and service. We take the time to listen to each client’s needs and fully understand their goals so that we can help develop and implement a financial plan and investment strategy tailored to their individual and family needs. And we’re committed to exceeding expectations by providing personalized guidance on all aspects of our clients’ financial lives. Clients who go through our financial planning process feel confident, prepared, and empowered about their financial futures. As a fee-only firm, we do not work on commissions. This allows us to remain completely free of conflicts of interest and ensures our objectivity. We have a fiduciary duty to put our clients’ needs first. If you’re in the Fort Worth, Texas area and you are looking for an independent, fee-only financial planning firm, reach out to our team today! Learn more by visiting www.aspenwealthmgmt.com. Advisory services offered through Helen Stephens Group, LLC dba Aspen Wealth Management, a Registered Investment Advisor.
Helen Barbre-Stephens, Cfp®, Ea Skills
Helen Barbre-Stephens, Cfp®, Ea Education Details
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Southern Methodist UniversityFinance -
Bishop Kelley High School
Frequently Asked Questions about Helen Barbre-Stephens, Cfp®, Ea
What company does Helen Barbre-Stephens, Cfp®, Ea work for?
Helen Barbre-Stephens, Cfp®, Ea works for Aspen Wealth Management
What is Helen Barbre-Stephens, Cfp®, Ea's role at the current company?
Helen Barbre-Stephens, Cfp®, Ea's current role is CFP™ Professional | Fee-Only Financial, Retirement & Tax Planner | President of Aspen Wealth Management.
What is Helen Barbre-Stephens, Cfp®, Ea's email address?
Helen Barbre-Stephens, Cfp®, Ea's email address is jw****@****bal.net
What is Helen Barbre-Stephens, Cfp®, Ea's direct phone number?
Helen Barbre-Stephens, Cfp®, Ea's direct phone number is +181754*****
What schools did Helen Barbre-Stephens, Cfp®, Ea attend?
Helen Barbre-Stephens, Cfp®, Ea attended Southern Methodist University, Bishop Kelley High School.
What are some of Helen Barbre-Stephens, Cfp®, Ea's interests?
Helen Barbre-Stephens, Cfp®, Ea has interest in When Not Being Super Mom, Helen Enjoys Gardening, Hiking, Together They Have Three Children, John, Nicu Helping Hands, Two Daughters And A Son.
What skills is Helen Barbre-Stephens, Cfp®, Ea known for?
Helen Barbre-Stephens, Cfp®, Ea has skills like Financial Planning, Investment Management, Tax Preparation, Insurance Licensed Advisor, Wealth Management, Female Retires, Investment Planning, Investment Portfolio Management, Retirement Plan Evaluation, Education Savings Plan, Insurance Evaluation And Recommendation, Estate Planning.
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