Phyllis C. Helfand, CFP® is a First Vice President-Wealth Management of Merrill Lynch Wealth Management with over 30 years of financial experience. A successful Financial Advisor, Phyllis currently has a total client base of over $100 million (as of 12/2014), providing services to individual clients, corporations and institutions.
Phyllis is actively involved in several philanthropic activities in the Bay Area. She is a Board Member of the American Jewish Committee, a renowned human relations organization based in New York. Throughout her career, she has been involved in numerous local fundraising and service organizations.
Phyllis is an honors graduate of Simmons College, Boston, Massachusetts. She has one grown daughter and resides in Moraga, California.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.