Haley Estenson
CFP®*, APMA®
Senior Advisor
As a Senior Advisor in Pathstone’s Bellevue, WA office, Haley provides holistic financial planning and wealth management services to individuals and families. Working alongside senior team members, she helps build comprehensive wealth management strategies tailored to meet each client’s goals and objectives, including portfolio construction, asset allocation, retirement planning, and tax and estate plan implementation. She also handles client-related requests for trades and disbursements, investment performance reporting, and other daily operations to support clients and ensure engagements run seamlessly.
Haley joined the firm from Cornerstone Advisors, where she supported clients in a similar planning and advisory capacity. Prior to Cornerstone, Haley spent six years in the investment management industry at Invesco and Fisher Investments.
Haley earned her Bachelor’s degree in Business Finance with a concentration in Economics from Montana State University. Haley is a Certified Financial Planner™ professional and holds the Accredited Portfolio Management AdvisorSM designation. She also holds a Series 65 license.
Outside of work, Haley enjoys the outdoors, traveling, skiing, cooking and spending time with family and friends.
Group
Certification
Office
As a Senior Advisor in Pathstone’s Bellevue, WA office, Haley provides holistic financial planning and wealth management services to individuals and families. Working alongside senior team members, she helps build comprehensive wealth management strategies tailored to meet each client’s goals and objectives, including portfolio construction, asset allocation, retirement planning, and tax and estate plan implementation. She also handles client-related requests for trades and disbursements, investment performance reporting, and other daily operations to support clients and ensure engagements run seamlessly.
Haley joined the firm from Cornerstone Advisors, where she supported clients in a similar planning and advisory capacity. Prior to Cornerstone, Haley spent six years in the investment management industry at Invesco and Fisher Investments.
Haley earned her Bachelor’s degree in Business Finance with a concentration in Economics from Montana State University. Haley is a Certified Financial Planner™ professional and holds the Accredited Portfolio Management AdvisorSM designation. She also holds a Series 65 license.
Outside of work, Haley enjoys the outdoors, traveling, skiing, cooking and spending time with family and friends.