Helen R Alexander
Helen R Alexander
CFP® CLU ChFC
Vice President, Wealth Management
(503) 416-0234

12630 SE Division St
Portland, OR 97236
M-F 9:00 - 5:30
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CA Ins. License #: 0H54752

My Background

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment time-line and goals. We can start small and grow, or evaluate and build upon any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.

As a partner of NW Priority Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions:

  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild's education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed representative of CMFG Life nsurance Company.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My education . . .

  • Masters Degree, Public Administration, Drake University, Des Moines, IA
  • Bachelor of Arts, Sociology, Central College, Pella, IA
Affiliations . . .
  • Financial Planning Association
  • National Association of Tax Professionals
Career Highlights . . .
  • Member: Women of Distinction - CUNA Brokerage Services, Inc.
  • President's Council, 2013, 2014,2015 - CUNA Brokerage Services, Inc.
  • Financial Services Industry 20+ years

Personal . . .

  • Married to John
  • Two children - Casey & Cody, grandchildren-Chloe & Abel, two very spoiled dogs
  • Enjoy refinishing old furniture, travel and a good book

Community Activities...

  • Habitat for Humanity
  • Junior Achievement



Professional Services
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Retirement Income Planning
  • Insurance Planning
  • Wealth Preservation
  • Investment Management
  • 401(k) Planning
  • Tax-advantaged Investment Planning
  • Investment Management for Seniors