Helen Ngo, CFP® Capital Benchmark Partners, LLC
- 7000 Central Pkwy Suite 1100, Atlanta, GA 30328
- 770-217-1202
- http://CapitalBenchmarkPartners.com/
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.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Attorneys
- Female Entrepreneurs
- Gen X
- Graduate Degree
- Pro Bono
Ways Advisor Charges
- Monthly Fee
- Hourly
- Assets Under Management
Fee Options
- Hourly Rate: $237
- Monthly fee: $248+/mo
- AUM: 0.95% +
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
