Helen Chu, CFA, CFP®
Director of Wealth Solutions
Helen joined LourdMurray in 2015 as a Senior Wealth Manager on the Wealth Solutions team in the Beverly Hills office. She spent the previous six years at Signature Estate and Investment Advisors, LLC and holds the CERTIFIED FINANCIAL PLANNER® certification. She has also earned the Chartered Financial Analyst® designation.
Helen earned a Bachelor of Arts in Environmental Economics and Policy from the University of California Berkeley. She is a native of Los Angeles.
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is a SEC-registered investment advisor. IAPD
© 2024 Hightower Advisors, LLC.