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Helen Hoang, ChFC®

Helen Hoang, ChFC®

Senior Registered Client Service Associate

Helen's journey into the financial industry was greatly influenced by her immigrant parents, who transformed their life from having very little to building a home and establishing a business. Witnessing their challenges in navigating their finances, Helen built a passion for assisting individuals with similar obstacles. By establishing strong relationships with her clients, Helen can support and guide them towards milestones such as buying a home, affording college, and navigating a confident retirement. Her devotion to her clients with various financial planning strategies empowers them to pursue their goals for the future.

Helen received her Economics degree from The University of Texas at Austin. She holds Series 7 and 66, General Lines Insurance licenses.

Helen resides in Houston with her husband and sons. Outside of the office, Helen enjoys biking, yoga, and spending time with family.