Hope Helfenstein Email & Phone Number

Hope Helfenstein

Vice President - Wealth Management at UBS | New York City Metropolitan Area

Hope Helfenstein Socials
About Hope Helfenstein

Hope Helfenstein serves as a Vice President in Wealth Management at UBS, where she leverages her expertise as a Certified Financial Planner (CFP) to deliver tailored financial strategies that meet the unique needs of her clients. With a strong foundation in fixed income, equities, and portfolio management, Hope excels in crafting comprehensive financial plans that align with her clients' long-term goals. Her proficiency in asset management and risk management allows her to navigate the complexities of today’s financial landscape, ensuring that her clients are well-positioned to achieve their investment objectives.

At UBS, Hope is currently spearheading several key projects aimed at enhancing client engagement and optimizing investment strategies. She is deeply involved in developing innovative financial products that cater to the evolving needs of high-net-worth individuals and families. By utilizing her skills in relationship management, Hope fosters strong connections with her clients, guiding them through market fluctuations and helping them make informed decisions.

Hope’s commitment to providing exceptional financial advice is underscored by her dedication to continuous learning and professional development. As a holder of both Series 7 and Series 65 licenses, she remains at the forefront of industry trends and regulatory changes, ensuring that her clients receive the most relevant and effective guidance. In an economy where sound financial advice is paramount, Hope Helfenstein stands out as a trusted partner, empowering her clients to navigate their financial journeys with confidence.

Hope Helfenstein Work
1 experience icon

Vice President - Wealth Management at UBS in January 1989 to Present

2 experience icon

Vice President at Oppenheimer & Co. Inc. in October 1977 to January 1989

Hope Helfenstein Skills

Fixed Income

Equities

Financial Planning

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About Hope Helfenstein's Current Company
UBS

Discover more about UBS
Frequently Asked Questions about Hope Helfenstein

What is Hope Helfenstein email address?

Email Hope Helfenstein at [email protected]. This email is the most updated Hope Helfenstein email found in 2026.

How to contact Hope Helfenstein?

To contact Hope Helfenstein send an email to [email protected]. (updated on October 30, 2024)

What company does Hope Helfenstein work for?

Hope Helfenstein works for UBS

What is Hope Helfenstein's role at UBS?

Hope Helfenstein is Vice President - Wealth Management

What is Hope Helfenstein's Phone Number?

Hope Helfenstein's phone (212) ***-*436

What industry does Hope Helfenstein work in?

Hope Helfenstein works in the Financial Services industry.

Hope Helfenstein Email Addresses

Email Hope Helfenstein at [email protected]. This email is the most updated Hope Helfenstein email found in 2026.

Hope Helfenstein Phone Numbers

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