When I was growing up, back when there were only four channels on TV, all activity would cease on Friday evening while my Dad watched PBS’ “Wall Street Week.” This was possibly the driest show on television, with grey-faced old men spouting incomprehensible jargon, accented with terrible puns. It was a strange choice for a favorite program, given my Dad was a steelworker with five children and no money to speak of. My older siblings mostly found other things to do on Friday nights. I quickly learned that if I watched along with him, I’d get my Dad all to myself.
Fast forward to my time in college and afterward at a New York consulting firm. It seemed I was surrounded by people with money who understood what to do with it. As a scholarship kid with few resources, it was all a mystery to me. In the back of my mind, I resolved to figure it out. I did during the course of my first career in Corporate America.
After starting a family, I longed for a more flexible career. That’s when the idea re-emerged to combine my planning skills with investment management. I have been happily working with families and small business owners ever since. The idea that I can help others “crack the code” motivates me every day!
P.S. When he retired, my Dad got himself a portfolio of Utility stocks that he watched every day with great satisfaction.
Helen joined us in 2016 as an independent advisor working from our branch office of LPL Financial. She is a CERTIFIED FINANCIAL PLANNER™ Professional, with over ten years’ experience. She specializes in financial planning, striving to make the complexities of finance approachable and attainable for all her clients. Helen devotes her spare time to many volunteer outlets, including support of local seniors, pro bono financial advice for women in crisis, and community engagement. Fascinated by culture and storytelling, she travels extensively and when home enjoys wine tastings and playing in her bocce league.
Helen works from our satellite location. Contact her here:
388 Market Street
San Francisco, CA 94111
Wilbert is our administrative assistant, partnering with us to support our clients. He has seven years of experience in financial service support, where he has assisted advisors with a wide array of investment services. His background also includes work in the wholesale mortgage industry, and 12 years as a Probation Officer, where he worked to rehabilitate both adult and juvenile offenders.
Wilbert was born in Richmond, California. He lives with his wife, Christine, sons Justin and Brandon, and English Bulldog, Duke. He enjoys travel (Mazatlán is a favorite destination), sports, and spending time with his family.
Reach Wilbert directly at 833-874-1681
Claire heads up our marketing and communications efforts. She is a writer, editor, and communications professional with over a decade of experience. She specializes in digital communications and strategy.
Claire originally hails from Chicago, and works with Principled Solutions from the East Coast. Her three young sons, husband, and two cats prevent her from having any free time but she assumes she’ll be able to take up some new hobbies at some point in 2030.
Joan Fuetsch founded Principled Solutions in 1985, after a successful (and adventure-filled) career as a flight attendant for Pan American World Airways and United Airlines. Now retired from the firm, Joan is an active philanthropist; she has served on the Boards of Directors of the Peninsula Humane Society, Challenge to Learning, and Riecken Foundation. Joan is a long-time member of the Woodside / Portola Valley Rotary Club. Her most current interest is in bringing digital educational content to remote villages in Latin America. Having travelled (almost) everywhere in the world, Joan has settled on Antigua, Guatemala as her new home.
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation’s largest independent broker-dealer, an RIA custodian, and an independent consultant to retirement plans. LPL Financial offers proprietary technology, comprehensive clearing and compliance services, practice management programs and training, and independent research to more than 14,000 independent financial advisors and approximately 700 financial institutions. LPL Financial and its affiliates have approximately 3,000 employees with primary offices in Boston, Charlotte, and San Diego. Learn more about LPL here.