37 Scotch Pine Road,
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Katharina Helmick, as a Financial Advisor with LPL Financial, helps her clients on investing, insurance, spending, saving, college planning, retiring and inheritance issues, starting with a holistic planning review of her clients' financial infrastructure, while helping them clarify what is really important for them.
In her career she also has been an international management consultant, and a director of her family's large Brazilian transportation firm. Katharina has an MBA from the University of Munich, Germany, has lived and done business on three continents, and is fluent in English, German, and Portuguese.
2008-Current | Financial Advisor
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit www.lpl.com.
2003-2008 | Financial Advisor
INTER-AMERICAN MANAGEMENT LTD
1978-2002 | President
Mrs. Helmick helped companies enter, or improve their market position in Germany and Brazil. With clients ranging from large global firms to small low and high tech firms, Katharina demonstrated an ability to quickly adapt and take charge of a variety of different finance and marketing assignments—often in previously unfamiliar technologies, markets, and industries.
TRANSPORTES FINK, S.A.
Rio de Janeiro, Brazil
1966-1978 | Director
Prior to founding Inter-American in Boston, Katharina Helmick was Director of her family firm Transportes Fink S.A. in Rio de Janeiro, an international transportation company with branches and storage facilities throughout Brazil, and with a highly developed worldwide agency network. Today the company remains one of the most prominent transportation firms in Brazil.
FINRA Series 7 & 66 registrations in MA, CA and WA, along with Life, Annuity and Health Insurance License in MA
Friends of the Weston Public Library, Weston, MA
Land's Sake Farm, Weston, MA
EDUCATIONDipl.-Kfm. Ludwig-Maximilians University, Munich, Germany (MBA)