Helen  Ngo,  CFP<sup>&reg;</sup> - Financial Advisor

Helen Ngo, CFP®

CEO

Capital Benchmark Partners LLC

7000 Central Pkwy, Ste 1100
Atlanta, GA 30328-4592
FINANCIAL ADVISOR'S WEBSITE
(770) 217-1202 CONNECT WITH Helen
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General

Helen Ngo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Benchmark Partners LLC in Atlanta, GA and the surrounding communities.

Financial Advisor Overview

Capital Benchmark Partners, LLC, is an independent registered financial advisory firm based in Atlanta, GA founded in 2013. The firm offers financial planning services and business consulting to entrepreneurs and medical professionals. More specifically, the firm provides clients the necessary tools and strategic planning techniques to become financially knowledgeable and independent through one-on-one consulting services, webinars, and workshops.

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Financial Advisor Experience

Helen Ngo, CFP® is the CEO and Founder of Capital Benchmark Partners, LLC, an independent financial advisory firm based in Atlanta, GA. Her primary focus is to empower women entrepreneurs and professionals by providing the proper tools and strategic planning techniques to help them become financially minded and independent in order to take full control of their lives. Having nearly ten years of experience in the industry, she has a unique style and approach to business and has been able to expand her firm to accommodate clients nationally and overseas. Moreover, she is deeply passionate about bringing more women advisors into the industry. Helen is often featured in major financial news outlets including CNBC, NerdWallet, CBS Money, and Investor’s Business Daily.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: GA
  • Health/disability insurance: GA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Capital Benchmark Partners, LLC (referred to herein as “CBP” or “the Company”) is a registered investment adviser offering advisory services in the State of Georgia and in other jurisdictions where exempted.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources