CERTIFIED FINANCIAL PLANNER

HELEN.VDF@RAYMONDJAMES.COM

 

Helen is the founding member of the AEGIS Advisors, an independent boutique firm specializing in making sense out of life planning strategies. A prolific speaker, Helen leads educational seminars in the Central Florida area and throughout Florida on multiple topics such as Understanding the Scrambled Alphabet Soups of Retirement Plans – 401A, 403B, 457B, Estate Planning for Busy People, VA Aid & Attendance Benefits and Parenting Parents: What You Need to Know as Your Parents Age. Helens gift for clarifying complex issues is a source of encouragement which she hopes provides attendees with the confidence to move forward with life planning, retirement choices, aging parents, and estate planning.

Helen’s passion for service, and belief in creating a better world for future generations, has led her to serve on numerous not-for-profits boards. Organizations like Barry University School of Law, Valencia Community College Foundation, the Paralegal Advisory Program at Valencia Community College and WMFE have benefitted from this leadership. Her passion for servant leadership have resulted in multiple awards and acknowledgements: American Association of Women in Community Colleges – Valencia Community College Chapter, Gratuitous Service Award for helping to raise funds for scholarships and educational workshops, Dean’s Award Recipient – Barry University School of Law, Dean’s List – Barry University, Florida Association Community Colleges Institutional Advancement Commission Award of Excellence, Florida Council of Resource Development - Florida Benefactor Award, Mission Effectiveness Award – Barry University School of Law, Molton, Allen & Williams Corporation Manager of the Year for 15 consecutive years, National Association of Women Lawyer – Graduate of the Year, National Philanthropy Day Honoree, Telly Award for Media Publicity for Not-for-Profits – Anita Wooten Gallery Dedication, Valencia Community College – 40 Honorees for 40 Years, Valencia Community College Foundation Board Member of the Year Award for more than 5 years.

Additionally, Helen’s community involvement with Atlantic Center for the Arts, BETA – Pro Bono Tax Preparation for unwed mothers to receive the Earned Income Credit, Certified Financial Planner Board of Directors - Orlando Chapter, Displaced Homemakers Program – Valencia Community College, Femme De Coeur, Financial Planning Association of Central FL, St. Kolbe Maximilliam Catholic Church – Finance Council, Girl Scouts of Citrus County, Habitat for Humanity- Clean-up Crew Member, Kid’s House of Seminole Community, Orlando Philharmonic, Planned Giving for Center for Independent Living, Seminole Community College Foundation, Valencia Community College Foundation and WMFE, over the years has enabled her to significantly improve the lives of others.

Themed throughout her work are Helen Von Dolteren-Fournier’s greatest strength: service to others, making the complex appears simple, and providing sound legal* counsel.

*Raymond James Financial Services, Inc. and its advisors do not provide legal advice or services.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.