Haley Estenson
CFP®, APMA®
Director
- Shareholder
As a Director in Pathstone’s Seattle office, Haley serves as both the main point of contact and support to several multi-generational clients and their families to provide holistic financial planning and investment management solutions tailored to meet client’s unique goals and objectives. Partnering with clients’ other professionals, such as accountants and attorneys, she serves as a liaison to develop and deliver financial planning advice to address cash flow, tax, insurance, retirement, and estate planning issues. She also handles portfolio implementation, requests for trades and disbursements, performance reporting and other daily operations to ensure client engagements run seamlessly.
Haley joined Pathstone in 2019 after six years in the investment management industry. She earned her BS 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.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Office
As a Director in Pathstone’s Seattle office, Haley serves as both the main point of contact and support to several multi-generational clients and their families to provide holistic financial planning and investment management solutions tailored to meet client’s unique goals and objectives. Partnering with clients’ other professionals, such as accountants and attorneys, she serves as a liaison to develop and deliver financial planning advice to address cash flow, tax, insurance, retirement, and estate planning issues. She also handles portfolio implementation, requests for trades and disbursements, performance reporting and other daily operations to ensure client engagements run seamlessly.
Haley joined Pathstone in 2019 after six years in the investment management industry. She earned her BS 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.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
