Hao M. Ngo
CAPITAL BENCHMARK PARTNERS
ATLANTA, GA 30341
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CRD#: 5544291
Professional summary
Hao My Ngo, CFP®, who also goes by Helen My Ngo, Hao Ngo, Helen M. Ngo, Helen Ngo, is a registered financial advisor currently at CAPITAL BENCHMARK PARTNERS, LLC located in Atlanta, Georgia.
Hao is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Hao has worked at 4 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Biography
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.
Question & Answer
What are your service offerings?
Estate Planning
Investment Planning
Retirement Planning
Employee and Employer Plan Ben...
Small Business Planning
Comprehensive Financial Planni...
Tax Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Hourly
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Helen My Ngo | Hao Ngo | Helen M. Ngo | Helen Ngo
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. EMORY UNIVERSITY - ATLANTA, GA - 09/2012 TO PRESENT - BOARD MEMBER/OFFICER/DIRECTOR - ATTEND QUARTERLY MEETINGS TO GET AN UPDATE ON PROGRESS OF DONATIONS MADE YTD AND GIFTING PROGRAMS, EVENTS AT SCHOOL.CONTRIBUTE IDEAS ON EVENTS AND FUNDRAISING IDEAS. REPRESENT THE COLLEGE - 2 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - NOT INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Hao My Ngo's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
April 7, 2015 - Present
CAPITAL BENCHMARK PARTNERS, LLC
Office #1: 2342 Perimeter Park Dr Suite 200, Atlanta, GA 30341RIA
CRD#: 175099
ATLANTA, GA
Past
November 7, 2011 - April 8, 2015
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
ATLANTA, GA
Past
November 1, 2011 - April 8, 2015
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ATLANTA, GA
Past
May 26, 2010 - November 3, 2011
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
CLEARWATER, FL
Past
March 16, 2010 - November 3, 2011
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
CLEARWATER, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/16/2023)
IAR
Georgia(4/7/2015)
IAR
New York(4/28/2025)
IAR
Texas(10/22/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
CAPITAL BENCHMARK PARTNERS, LLC
CAPITAL BENCHMARK PARTNERS, LLC
CRD#: 175099 / SEC#:
California
Registered Investment Advisory firm - (10/16/2023 Approved)Florida
Registered Investment Advisory firm - (3/7/2022 Terminated)Georgia
Registered Investment Advisory firm - (4/7/2015 Approved)New York
Registered Investment Advisory firm - (4/28/2025 Approved)Texas
Registered Investment Advisory firm - (10/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2342 Perimeter Park Dr Suite 200, Atlanta, GA 30341
Mailing Address
Phone number
(770) 217-1202
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 391 |
| AUM (Assets Under Management) | $ 38,980,305 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
