Helen Dao, CFP®, CRPC®, AAMS®

Commander
DISC Type : D

SVP of Investments at Stirlingshire

San Antonio, Texas, United States

Overview

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.

Personality Overview

Very Quick

Impact-Driven

Strong-Willed

They are not always relationship oriented.  More than the product, they care about the impact of the product. They prefer to be the ones controlling the conversation or defining the terms.

Topics They Care About

Small Business Finance
Advises small business owners on key financial milestones, such as when to start paying themselves and the importance of maintaining a significant cash reserve, particularly during economic uncertainty.
Financial Planning for Women
Specializes in working with professional women, aiming to provide clarity, confidence, and a judgment-free environment for them to make important financial decisions.
Retirement Planning
Recommends that business owners automate their retirement savings by regularly funneling a percentage of revenue into their accounts to ensure consistent investment for the future.

Media Appearances

Helen has no verified media appearances

Work History

11-2024
SVP of Investments at Stirlingshire
12-2012 - 11-2024
Financial Advisor at Money Concepts
6-2012 - 12-2012
Financial Advisor at CISNEROS FINANCIAL SERVICES LLC
4-2011 - 6-2012
Investment Advisor Representative at Platinum Wealth solutions of Texas, LLC
4-2009 - 4-2011
Financial Associate at Thrivent Financial for Lutherans

Education

CFP Education from Bryant University
BBA from University of Houston

More Information

Social Presence :

Prographics :

Exp : 21 Location : San Antonio, Texas, United States Job Level : Leadership Designation : SVP of Investments at Stirlingshire
URL has been copied!

Insights For Selling To Helen

During A Call Or A Meeting

DO's

  • Refer to testimonials from well-known industry leaders
  • Be respectful but crisp
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Do not back off when challenged, respond with a confident, objective answer instead
  • Avoid being too verbose
  • Do not spend too much time focusing on product tech or features

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Helen is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Helen

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Helen move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Helen take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Helen

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.