Sophie Helenek

30 Jannas Ln
Madison, Connecticut 06443
United States
Office Phone: 8609127271
Member since 2017
Membership Type: IACP


Financial Professional

Sophie Denis-Helenek is here to empower you with high-quality coaching sessions for divorce consulting, wealth management, and financial coaching. Sophie obtained her Master's Degree at La Sorbonne Business School at age 22 — then working as an Assistant Professor at the Paris University Institute of Technology while studying for her second Master's Degree in Audit and Risk. After her education, she moved to New York without speaking English to work for Credit Agricole Corporate and Investment Bank where she became a portfolio manager.

While achieving her education and rising carer, Sophie continued to push her limits by immersing herself in new opportunities — ranging from fencing to rugby and trekking. It is with trekking where she found that no matter how difficult a challenge might seem, a knowledgeable sherpa can show you the way and help you achieve your goals — whatever they may be. It is here that Sophie became inspired to be The Financial Sherpa.

Just as it is climbing a mountain, there are many large, seemingly impassable roadblocks in life that we must navigate. With finance, it is no different. If you are going through a divorce, looking to become financially literate, or are interested in adjusting your wealth management strategies for the better. In that case, we urge you to get in touch with Sophie today — as she is here to help you summit your financial Everests.

Area(s) of Practice: Divorce Financial Advisor (before, during, and post-divorce), Wealth Adviser, Financial Coaching, Collaborative Financial Neutral, Financial Co-Mediator
License(s): • Certified Divorce Financial Analyst® • Certified Divorce Coach® • Trained as a Mediator • Trained as a Collaborative Divorce Financial Neutral • FINRA: Serie 7; Serie 63

Professional Education

• Cornell University, Certificate, Executive Leadership