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Lisa Helm

Lisa Helm

Chief Executive Officer

858-487-3939

858.487.3969

lisa.helm@financialsense.com

Financial Sense® Advisors, Inc.
Chief Executive Officer

A dynamic and results-oriented leader, I bring nearly two decades of comprehensive retail banking experience to my role as CEO at Financial Sense® Wealth Management, commencing in 2024. My expertise lies in the strategic development and implementation of innovative solutions that drive enhanced client engagement and optimize operational efficiency. I am deeply committed to fostering a culture of exceptional customer service and providing strong, decisive leadership to achieve organizational objectives. Beyond my professional endeavors, I embrace an active lifestyle, enjoying the outdoor opportunities offered by the San Diego region, from its vibrant beaches to its scenic trails.