Helen began her career in finance in 2009, earned her CFP® designation in 2017, and currently serves as a Financial Planner.

Prior to BERGQUIST WANG, Helen worked in various capacities with the Santa Barbara Police Department and the Office of the Santa Barbara District Attorney. In the community, Helen served as a facilitator for Parent Institute of Quality Education, where she educated parents on the college admission process.

Helen earned her B.A. in Political Science, with a minor in French, from UC Santa Barbara and the Professional Financial Planning Certificate from the UC Santa Barbara Extension Program. 

1114 STATE STREET, SUITE 300, SANTA BARBARA, CA 93101           tel   805 568 5313       fax   805 568 5315

Copyright © Bergquist Wang, LLC, 2018. All rights reserved.

Disclaimer:  This site on the Internet is for informational purposes only.  Investment advice is not intended to be provided by Bergquist Wang, LLC through this site. This site is in no way an offer or solicitation to sell investment advisory services except, where applicable, in state where the firm is registered or where an exemption from registration exists. 


Form CRS: