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Helen E. Graf, CFP® , CDFA™

Helen E. Graf CFP ®  , CDFA™, is a member of the CFA Institute and has been an officer and past president of the CFA Society of Louisiana.

Helen began her financial career in 1985 in New Orleans after receiving her Masters of Business Administration from Southern Methodist University. Helen is currently President of Graf Financial L.L.C. a registered investment advisory firm based in Baton Rouge.

 

Prior to forming Graf Financial she was the executive vice-president and portfolio manager of Crescent Sterling Ltd. for seventeen years. Earlier in her career she was a portfolio manager for JMC Capital Management for eight years.​Helen’s extensive experience leads to an application of a sound investment philosophy upon which individualized portfolios are built to withstand a variety of market environments. Her financial planning background produces a tax-sensitive, personal approach to portfolio management and her many years as an operations and compliance officer creates efficient, prudent fiduciary advice in all financial services rendered to the firm's clients. Her designations include Certified Financial Planner (CFP ) and Certified Divorce Financial Analyst (CDFA™). Helen is a member of the Institute of Certified Financial Planners, the Financial Planning Association, the Financial Planning Association of Baton Rouge, Woman’s Council of Greater Baton Rouge (WCGBR), the Association of Family and Conciliation Courts (AFCC), American Business Woman’s Association (ABWA), Quota International of Baton Rouge, and the Rotary Club of Baton Rouge.