Helen Dao, CFP®, CRPC®, AAMS®
Login to view DISC.Helen Dao is the SVP of Investments at Stirlingshire, where she operates as a CERTIFIED FINANCIAL PLANNER®. She focuses on providing comprehensive financial planning for professional women and small business owners, helping them gain clarity during transitions. She holds a BBA from the University of Houston and is a licensed General Lines Agent.
Helen emphasizes the importance of making clients feel comfortable and not judged for asking questions, ensuring they feel confident in their financial choices. She often contributes her expertise to financial publications, offering advice on topics like business cash flow and preparing for economic shifts.
She has been quoted in NerdWallet, advising small business owners to establish a cash cushion of six to twelve months worth of expenses.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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