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Helen N. Perez.jpg

Helen is a CERTIFIED FINANCIAL PLANNER™ and has been in the industry for 13 years.  She earned her B.A. in Political Science, with a minor in French, from UC Santa Barbara.  

Prior to her career in finance, Helen worked in various capacities with the Santa Barbara Police Department and the Office of the Santa Barbara District Attorney.  In the community, Helen completed the Katherine Harvey Fellows Program, designed to connect private sector members with the non-profit community, and served as a facilitator for Parent Institute of Quality Education, where she educated parents on the college admission process.


In her spare time, Helen enjoys weightlifting, road biking and hiking. 


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