Helen Ngo, CFP® Capital Benchmark Partners, LLC

Contact this advisor

About Helen Ngo, CFP®

Helen Ngo, a CERTIFIED FINANCIAL PLANNER™ professional, began her career at Raymond James in 2008 at a private practice in Atlanta, working with a team of advisors manage over $500MM in assets. In an effort to expand her knowledge and skills, she moved to Tampa, FL and entered Raymond James’ Financial Planning Residency Program, a rigorous 2-year curriculum designed to sharpen a financial advisor’s expertise in investment management, asset preservation, and financial planning strategies.

In 2013, Helen founded her own independent financial planning practice, Capital Benchmark Partners, LLC, to dedicate more time and focus on helping women professionals in the fields of law, consulting, and medicine to build their wealth and advance their careers. Furthermore, she specializes in business planning for women solo entrepreneurs.

Her unique style and approach to business has allowed her to expand her business to accommodate clients nationally and overseas. Helen is often featured in major financial news outlets including CNBC, Forbes, NerdWallet, CBS Money, and Investor’s Business Daily.

Helen holds a Bachelor of Arts in Economics and Mathematics from Emory University and is an active alumna.

Contact this advisor

Ideal Clients

  • Attorneys
  • Female Entrepreneur
  • Gen X
  • Graduate Degree

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Rate: $237
  • Monthly fee: $248+/mo
  • AUM: 0.95% +

SEC Records

States Registered

  • Georgia

Loading...