Helen Ngo (CFP®)
Helen Ngo focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Entrepreneurs
- Hourly
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Capital Benchmark Partners, LLC provides comprehensive financial planning and investment management services to Millennials in law, consulting, dentistry and medicine to build their wealth. Furthermore, we specialize in business planning for women entrepreneurs.
Additional Information
Most people dread sitting down to do their finances, much less talk about it openly. Helen Ngo makes personal finance easy to understand for her clients; more importantly, she strives to make clients feel comfortable in discussing their financial goals and have an engaging experience.
With her unique style of financial planning and accommodating way of working with clients, she has been able to expand her business to work with clients in multiple states across the U.S. and overseas. She meets with clients at their home or office, always making sure it’s convenient for them. If you want your finances made simple and have the luxury of having your own personal advisor without the high price tag, work with Helen Ngo.
NAPFA Start Date
April 11, 2016
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.