Helene Rude, CFP® — Wealth Advisor · Stratos Private Wealth

Helene Rude, CFP® — Wealth Advisor · Stratos Private Wealth · Purchase, New York, United States.

Direct contact

No direct contact on file for Helene yet.

About

Life takes all of us on some interesting journeys, both personally and professionally.

After a fulfilling career in technology at a Fortune 100 company, and then higher education, I pivoted - again - because sometimes that's what the journey demands. In my case, I needed to step into the role of caregiver for my ailing parents, and then had to ask myself, "what's next? "The answer was to join my husband and help people bring clarity to their financial lives.

I love meeting and connecting with people to learn where they are, where they want to go, and then helping them get there through planning and investment strategies that help pursue their goals and live their own personal journeys. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org. Investment advice offered through Stratos Wealth Partners a registered investment advisor and separate entity from LPL Financial. *****Stratos Private Wealth is a division through which Stratos Wealth Partners, Ltd. markets wealth management services. Investment advisory services offered through Stratos Wealth Partners, Ltd., a registered investment adviser.

Experience

Wealth AdvisorCurrent
Stratos Private Wealth · Purchase, New York
Aug 2018 – Present
Throughout my career I have always found that helping people - from technology strategies and implementations, to career transitions and starting new businesses - has been what I derived the most satisfaction and fulfillment from. I joined my husband's financial planning and wealth management firm in 2018 and have never looked back. Initially working "behind the scenes" on marketing and operations projects I came to realize that I wanted to bring my passion for helping others to this business. Over time I've learned that I can leverage my work and life experience to help our clients on their own unique journeys. First pursuing my FPQP® and then my Series 7 and 66, I ultimately decided to fully lean into this new career and earned my CFP® designation. I'm excited to take on a more direct role doing what I love the most - helping people - bring clarity and simplicity to their financial lives. At Stratos Private Wealth, our advisors help our clients plan for their futures so they can live more fully today. Stratos Private Wealth is a division through which Stratos Wealth Partners, Ltd. markets wealth management services. Investment advisory services offered through Stratos Wealth Partners, Ltd., a registered investment adviser.