NBPA Certified Agent Profile
Orie Helaire
President/Founder,
Epiphany Wealth Management LLC
Full Name
Orie Helaire
Mobile
12817884189
Certified Since:
January 31, 2019
Address
4544 Post Oak Place Dr<br> Ste 204
Houston,
TX
77027
Education:
Bachelor of Science, Accounting - Louisiana State University; Master of Business Administration (MBA) - Louisiana State University
Professional Credentials:
Certified Public Accountant (CPA); Personal Financial Specialist (PFS); Chartered Financial Consultant (ChFC); Retirement Income Certified Professional (RICP); Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA); Series 65 licensee; and owner/licensed representative of a Registered Investment Advisor firm.