Helen  Von Dolteren-Fournier,  CFP<sup>&reg;</sup> - Financial Advisor

Helen Von Dolteren-Fournier, CFP®

JD

AEGIS Financial Advisors, Inc.

1936 Howell Branch Rd
Winter Park, FL 32792
(407) 539-3939

General

Helen Von Dolteren-Fournier is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AEGIS Financial Advisors, Inc. in Winter Park, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Retirement, Long-term Care

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Helpful Financial Planning Resources