Helga Rossi is a dedicated Paraplanner for Pentangle Wealth, and with over 20 years of experience in financial services, she brings a strong foundation in client advisory and relationship building. Originally from Lima, Peru, she holds a Bachelor’s degree in Communications from the University of Lima and began her career in the insurance industry. Over the years, she has focused on helping individuals and families navigate their financial decisions through personalized guidance and trusted support.
Helga is passionate about empowering people to make informed financial choices. She enjoys working closely with clients to understand their dreams and plans, helping shape them into achievable goals over time through the services she offers. As a certified ontological coach, she brings a human-centered approach to every client relationship, supporting both financial wellbeing and personal growth with empathy and clarity.
She now lives in The Woodlands, Texas, with her husband and two children. Helga deeply enjoys the simple pleasures of life: Sharing meaningful conversations and preparing homemade Peruvian meals for her family and friends. She’s a passionate reader with a deep love for books, always curious and inspired by new ideas and stories. Her commitment to connection, community, and service makes her a trusted and approachable partner in every financial journey.