Helen Dao
SVP Investments, Stirlingshire
Financial Licenses: Series 7 & 66. CFP®, CRPC™, AAMS™
Helen Dao is a Certified Financial Planner™ (CFP®) with over 18 years of experience helping individuals and small business owners achieve their financial goals. She uses a personalized, holistic approach to financial planning, tailoring strategies to align with each client’s unique values and goals.
Outside of work, Helen enjoys traveling, trying new restaurants, and spending time with her fiancé Ty and her two fur babies, Lucky and Mila. She is also an active volunteer with CAMO Rescue and supports causes like blood cancer research.
Get in touch:
(929) 529-0024
Referrals are the best form of compliment! If anyone you know would like to discuss my financial services, please feel free to pass on this referral link! https://stir.shyr.com/HelenDao