CHAPEL HILL, NC
Haleh (pronounced Holly) is managing partner and senior wealth management advisor of Stearns Financial Group, where she works with clients of all ages and in all stages of life. Haleh also leads Stearns women’s advisory practice where she focuses on issues surrounding women and finance, as well as ESG investing as a tool for creating social change. She is the author of two books; Women On Top: Women, Wealth & Social Change and Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50. Haleh speaks at local and national events and serves as a media resource on a wide range of financial topics. Prior to joining SFG in 2011, Haleh used her CPA credential at Price Waterhouse Coopers and in a treasury and finance role at a public company.
I’m a longtime resident of Durham, NC, have two adult children and enjoy painting and traveling with my husband, Gabe. When time allows, I conduct painting classes for aspiring adult artists and have occasionally exhibited and sold my work.
BA – Journalism, University of North Carolina at Chapel Hill
Certified Public Accountant
Haleh is a former member of the board at Carolina Meadows, the state’s largest continuing care facility, where she served as treasurer and chaired the board finance committee.
2020 InvestmentNews Women to Watch Honoree
Haleh has authored two books, Women on Top: Women, Wealth & Social Change (Amazon 2020) and Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50 (Amazon 2017).
She is frequently asked to be interviewed, speak or write about financial subjects, as seen here:
Financial Advisor article: Planting Seeds of Hope for Women’s Financial Empowerment
Industry Leaders article: ESG Investing Could Spur Giving
RIABiz article: Once COVID-19 storm subsides, clients will destructively divorce in droves
Power of the Purse podcast: Planning for Financial Independence
Financial Advisor article: Stop Making Assumptions About Female Clients
Barron's article: 3 Retirement Myths Debunked
Forbes article: How Much Should You Have Saved by Age
UNC podcast: Start Here / Never Stop
AARP article: Later-In-Life Money Fights
Advisor Solutions article: Gray Divorce
Kiplinger's article: 3 Scenarios That Could Derail Your Retirement
Kiplinger's article: A Money Smart Divorce
Investor's Business Daily article: Niche Marketing Helps Advisors Target Clients’ Lifestyle, Hobbies
Reuters article: Gray divorces and tax changes complicate retirement
AICPA article: What CPAs should know about ‘gray divorce’
1808 (Greensboro's Magazine): Accountant pens ‘Gray Divorce, Silver Linings: A Woman’s Guide to Divorce After 50’