Wendy Hales, CFP,® CWS®
Pacific Northwest Region
Wendy will be helping registered investment advisory firms in the Pacific Northwest utilize Innovative Portfolios’ mutual fund strategies within client investment portfolios. With more than 18 years of experience in financial planning and investment management for both individual and institutional clients, she has been helping high net worth individuals and RIAs with investment management, financial analysis, and risk management.
Prior experience included investment management for high net-worth individuals, as well as services in tax planning, retirement planning, estate planning, insurance, employee benefits and stock option plans. Wendy also assisted some of the largest non-profit employers in Silicon Valley with retirement benefit plans, employee education, and executive compensation.
Wendy graduated with a bachelor of arts degree from Utah State University. She lived and worked in Taiwan for four years and speaks fluent Mandarin Chinese. Wendy loves adventuring with her family—skiing, mountain biking, rock climbing, surfing, scuba diving and, most of all, traveling. She has traveled to more than 40 different countries and stepped foot on every continent, including Antarctica.