9820 Willow Creek Road,
Helen Brewster, securities registered since January of 1984, helped start their branch with Sage Point Financial, Inc. with her husband Dennis in early 2000. Helen has been a licensed tax professional for over 15 years and specializes in seeking strategies for individuals to maximize their tax savings and to take advantage of recent tax changes.
Professional and Civic Activities
In addition to her securities registrations, Helen is also a licensed tax preparer. She has served in many volunteer capacities at La Jolla Country Day School and also participated in and completed the 60 mile Breast Cancer 3 Day Walk
Helen lives in Scripps Ranch with her husband Dennis and two sons, Jonathan and David.
*Registered Assistant with SagePoint Financial. Not allowed to offer investment services. SagePoint does not offer tax services.