Who We Are


 


Helga Cuthbert is founder and Principal of Cuthbert Financial Guidance (CFG) a Fee-Only financial planning and Registered Investment Advisory firm. Located in Decatur, Georgia, Cuthbert Financial Guidance provides professional financial planning and investment advice. CFG is committed to helping clients bring clarity to their life purpose and financial well-being.  "I am passionate about helping individuals and families discover their life goals and aligning them with their money," says Helga. "I want to be their trusted guide and will work hard to earn their respect."

Helga has a B.S. in Business Administration and her Masters in Public Policy and Administration.  Before founding CFG, she was a Vice President and Trust Officer for SunTrust Bank, where she aided affluent individuals and families with their daily financial needs as well as providing retirement and estate planning techniques.

In September 1999, she completed the 18 month long Financial Planning Certificate Program with Oglethorpe University in preparation for taking the CFP® Certification Examination. She passed this rigorous, comprehensive two-day, 10-hour exam in November 1999. Having met the education, examination, experience and ethics requirements set forth by the CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc., Helga received authorization to use the CFP® marks of distinction in July 2001.

Helga is one of a very small number of advisors who have earned the Registered Life Planner® certification from the Kinder Institute.  The institute is an international organization focusing on the most meaningful goals of a person's life.  Life Planning is a life-centered approach to Financial Planning and provides a supportive financial framework for living the most meaningful and rewarding life you can imagine. 

Helga taught the Retirement Planning module of the CFP® program at Oglethorpe University in 2001 and 2002 to CFP®  candidates. She is a member of The National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, the internationally recognized organization for financial services professionals dedicated to championing the financial planning process, and The Garrett Planning Network, Inc., a network of Fee-Only advisors .

Helga founded Cuthbert Financial Guidance to offer independent, objective client education and personalized financial guidance. 

"I strive to educate, motivate and empower clients to confidently move toward realization of their dreams," she says. "I love my role. It gives me an enormous sense of satisfaction to help regular people, just like me, send their kids to college, build for the future, retire worry-free, and enjoy a better night’s sleep."

Helga lives in Decatur, Georgia, with her husband and daughter. They enjoy gardening and volunteering in their community.  Gardening is the ultimate relaxation. "Just like helping my clients plant and grow the seeds of financial success, I love nurturing plants and helping them grow to their strongest, richest best."


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