CoverProfile

Helen Chu

Director of Wealth Solutions

LourdMurray

United States, California, Beverly Hills

About Me

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™ (CFP®) designation. She has also earned the Chartered Financial Analyst® (CFA®) 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.

Profile Information

Director of Wealth Solutions

LourdMurray

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Beverly Hills

California

United States

Jan 10, 2025

More profiles to browse

PN
Palmer Neville Murray
Chairman
AV
Alan Varnishung
Associate Wealth Manager and Wealth Management Associate
DM
Drew Morwood
Portfolio Associate
CB
Charlotte Berry
Senior Wealth Manager

You Might Like

JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
BH
Bob Helmer
President Emeritus
Baldwin Wallace University