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Retirement & Insurance


Helen R Alexander
CFP® CLU ChFC
Vice President,
Wealth Management
(503) 416-0234
12630 SE Division St
Portland, OR 97236-3132

Check the background
of this investment professional on FINRA’s BrokerCheck.

Meet our financial planner, Helen Alexander.

My Background

Helping you reach your financial goals is my number one objective.
Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline, and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a trusted partner of NW Priority Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access
to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation or for more details
click on MEMBERS Financial Services.

Affiliations

  • Financial Planning Association
  • National Association of Tax Professionals

Career Highlights

  • Financial Services Industry 20+ years
  • FINRA Registered
  • Life, Health and Annuity Licensed

Personal

  • Married to John
  • Two children - Casey & Cody,
    Granddaughter- Chloe, two dogs and one cat
  • Enjoy refinishing old furniture, travel and a good book

Community Activities

  • Junior Achievement Volunteer
  • Pro Bono work – Financial Planning Foundation
  • Habitat for Humanity Volunteer

Professional Services

  • Financial Planning
  • Wealth Preservation
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Tax-advantaged Investment Planning
  • Wealth Management
  • Portfolio Management
  • Financial and Insurance Planning
  • Retirement Income Planning
  • Education Funding

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC,
a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.

FR-1086320.1-1214-0117

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