Helena Rosenthal
Private Wealth Advisor @Northwestern Mutual
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WORK HISTORY
Private Wealth Advisor @Northwestern Mutual
Los Angeles, CA, US
Lead a boutique wealth management firm serving entrepreneurs, physicians, and executives with complex equity compensation- Specialize in advanced planning frameworks: QSBS, RSUs, ESPPs, estate and tax-efficient wealth transfer strategies- Manage comprehensive financial planning - retirement, risk management, wealth accumulation, and legacy planning - for HNW families - Deliver bespoke strategies integrating investments, insurance, and tax optimization to help clients protect and grow wealth across generations
EDUCATION
Geisel School of Medicine at Dartmouth
Master of Public Health (MPH), Health Care Delivery Science,
Dartmouth College
B.A., English Literature, Government
University of Glasgow
English Literature (British and Commonwealth)
UCLA Anderson School of Management
Executive MBA Candidate, Business Administration and Management, General
SKILLS
ABOUT HELENA ROSENTHAL
Architecting and preserving wealth. I partner with founders, physicians, and executives to help them keep more of what they earn and transform financial complexity into clarity. My expertise includes RSUs, ESPPs, and QSBS strategies — the tools that can protect millions in tax-free gains when used correctly.I run a boutique wealth management firm in Los Angeles. We oftentimes meet clients when they are seeking: • Guidance through liquidity events and equity compensation• Strategies that minimize tax drag and maximize wealth transferI am certified in Series 7, Series 63, and Securities Industry Essentials. I hold a BA and MPH from Dartmouth and an MBA from UCLA Anderson. Alongside my advisory work, I am currently appointed as the Chair of the Beverly Hills Health and Safety Commission.If you’re ready for a thoughtful, strategic partner in your wealth journey, I’d love to connect.
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