Haley Estenson
CFP®*, APMA®
Senior Advisor
As a Senior Advisor in Pathstone’s Seattle office, Haley provides holistic financial planning and investment management services to individuals and families. She is responsible for supporting a number of Managing Directors in creating tailored solutions designed to meet clients’ unique goals and wealth planning objectives. Haley advises families on a variety of financial topics and assists in implementing client-specific plans that include portfolio construction, asset allocation, tax and estate planning, risk management, cash flow strategies, and education planning for the next generation. She also handles client-related requests, preparation of meeting materials, and other daily operations to support clients and ensure engagements run seamlessly.
Haley strives to provide a consistent client service experience, which includes getting to know her clients’ unique situations to help them navigate complex issues and make insightful decisions. She has a keen eye for detail and is dedicated to cultivating effective partnerships with all members of the client’s financial planning team.
Prior to joining Pathstone, Haley was an Associate Client Manager at Cornerstone Advisors, where she supported clients in similar planning and advisory capacity. Prior to Cornerstone, Haley spent three years at Invesco and three years at Fisher Investments serving clients.
Haley graduated with highest honors from Montana State University earning a Bachelor of Science Degree in Business Finance with a concentration in Economics. Haley is a Certified Financial Planner™ professional and holds the Accredited Portfolio Management AdvisorSM designation. She also passed the Financial Industry Regulatory Authority (FINRA) series 65 exam.
Outside of work, Haley is active and enjoys time outdoors, especially skiing and playing golf. She especially enjoys spending time with family at the lake and loves to cook.
Group
Certification
Office
As a Senior Advisor in Pathstone’s Seattle office, Haley provides holistic financial planning and investment management services to individuals and families. She is responsible for supporting a number of Managing Directors in creating tailored solutions designed to meet clients’ unique goals and wealth planning objectives. Haley advises families on a variety of financial topics and assists in implementing client-specific plans that include portfolio construction, asset allocation, tax and estate planning, risk management, cash flow strategies, and education planning for the next generation. She also handles client-related requests, preparation of meeting materials, and other daily operations to support clients and ensure engagements run seamlessly.
Haley strives to provide a consistent client service experience, which includes getting to know her clients’ unique situations to help them navigate complex issues and make insightful decisions. She has a keen eye for detail and is dedicated to cultivating effective partnerships with all members of the client’s financial planning team.
Prior to joining Pathstone, Haley was an Associate Client Manager at Cornerstone Advisors, where she supported clients in similar planning and advisory capacity. Prior to Cornerstone, Haley spent three years at Invesco and three years at Fisher Investments serving clients.
Haley graduated with highest honors from Montana State University earning a Bachelor of Science Degree in Business Finance with a concentration in Economics. Haley is a Certified Financial Planner™ professional and holds the Accredited Portfolio Management AdvisorSM designation. She also passed the Financial Industry Regulatory Authority (FINRA) series 65 exam.
Outside of work, Haley is active and enjoys time outdoors, especially skiing and playing golf. She especially enjoys spending time with family at the lake and loves to cook.