Our Team

Helen Dao is a seasoned Financial Advisor with over 18 years of experience in the financial services industry. Based in San Antonio, TX, Helen is known for her exceptional ability to guide clients through complex financial landscapes with clarity and confidence.

As a CFP® professional, Helen holds a distinguished status in the field, supported by her Series 7, 66, Group One Insurance License, and Property and Casualty Insurance License. She also proudly holds the Chartered Retirement Planning Counselor™ (CRPC®) and Accredited Asset Management Specialist™ (AAMS®) designations. Her extensive qualifications enable her to offer a comprehensive range of services, including personalized financial planning, portfolio management, and retirement solutions.

Helen has been with Money Concepts Capital Corp. since January 2013, where she specializes in developing and managing 401(k) plans for small business owners, enhancing their employee’s retirement benefits. Her dedication and professionalism have earned her several accolades, including the Eagles Award in 2022, Century Club Award in 2021 and 2023, and Millionaires Club Award in 2014.

Previously, Helen has held various roles in financial advisory, including positions at Platinum Wealth Solutions of Texas, Cisneros Financial Services, LLC, Thrivent Financial for Lutherans, USAA, and Ameriprise Financial. Her broad experience has equipped her with a deep understanding of market dynamics and client needs, making her a devoted advisor for individuals and businesses.

Helen is deeply committed to giving back to the community. She actively volunteers for CAMO Rescue, a Houston-based rescue organization, and is passionate about promoting financial literacy for young adults and women. She has been involved with the Leukemia & Lymphoma Society’s Team in Training, raising funds for blood cancer research and participating in endurance events such as the Nike Women's Marathon and the Nations Triathlon. Additionally, Helen volunteered with the Asian Chamber of Commerce in San Antonio from 2013 to 2015, contributing to local business development and community engagement.

Outside of work, Helen enjoys traveling, exploring new restaurants, and spending quality time with her fiancé Ty, family, and friends. She also cherishes moments with their two spoiled fur babies, Lucky and Mila. Helen’s approach to financial planning is grounded in a genuine desire to help her clients achieve their goals and secure their financial futures. With a keen eye for detail and a commitment to excellence, she provides thoughtful, strategic, and personalized financial solutions.

For more information or to schedule a consultation, please contact Helen at hdao@moneyconcepts.com.