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Helen Wunderlich

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Helen Wunderlich

Vice President | Johnson Financial Group

Wisconsin, Madison, United States

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Helen Wunderlich

Summary

Helen Wunderlich is a seasoned financial professional with over 16 years of experience at Johnson Financial Group, where she serves as Vice President in Wealth Management. She specializes in a holistic approach to personal finance, helping clients navigate the complexities of financial planning, retirement strategies, and tax management. A Certified Financial Planner, Helen holds a degree in Accounting and Business Management from UW-Milwaukee and has completed the CFP Professional Education Program. Her focus on socially responsible investing sets her apart in the wealth management landscape. Helen is dedicated to empowering clients by providing tailored financial solutions that align with their personal goals. Outside of her professional endeavors, she is passionate about education and financial literacy. Her extensive background in finance is complemented by her commitment to responsible investment practices. Helen's leadership experience and adaptability make her a valuable asset in the financial sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Helen Wunderlich

Work Experience

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Vice President at

Johnson Financial Group

May 2007 - Present

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Helen Wunderlich

Education

College for Financial Planning, CFP Professional Education Program, Certified Financial Planner

January 1996 - January 1997

UW-Milwaukee, Bachelors of Science Degree, Accounting and Business/Management

January 1984 - January 1986

Frequently Asked Questions about Helen Wunderlich

What is Helen Wunderlich email address?

Helen Wunderlich's primary email address is ***********@johnsonbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Helen Wunderlich work for?

Helen Wunderlich is a Vice President at Johnson Financial Group.

Where Helen Wunderlich graduated from?

Helen Wunderlich holds a degree in null from College for Financial Planning.

How can I directly contact Helen Wunderlich?

To contact Helen Wunderlich directly, you can use the email address ***********@johnsonbank.com. Complete contact information is available upon registration with Muraena.

Who is Helen Wunderlich?

Helen Wunderlich is a seasoned financial professional with over 16 years of experience at Johnson Financial Group, where she serves as Vice President in Wealth Management. She specializes in a holistic approach to personal finance, helping clients navigate the complexities of financial planning, retirement strategies, and tax management. A Certified Financial Planner, Helen holds a degree in Accounting and Business Management from UW-Milwaukee and has completed the CFP Professional Education Program. Her focus on socially responsible investing sets her apart in the wealth management landscape. Helen is dedicated to empowering clients by providing tailored financial solutions that align with their personal goals. Outside of her professional endeavors, she is passionate about education and financial literacy. Her extensive background in finance is complemented by her commitment to responsible investment practices. Helen's leadership experience and adaptability make her a valuable asset in the financial sector.

Helen`s contact details

mail

***********@johnsonbank.com

***********@johnsonfinancialgroup.com

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