Press & Media Features

Our CEO and Lead Investment Advisor, Helen Ngo, is often quoted and featured in major media outlets. Below are some of her most notable contributions.

Radio + Podcast Appearances

Planning Your Kids’ Financial Futures with Helen Ngo

Brown Ambition Podcast Ep #264

MAY 5, 2021

Money Talk with Financial Planner, Helen Ngo

Bird Means Business Podcast Ep #27

MAY 27, 2020

How to Multiply Your Money

Instant Impact Podcast Ep #49

FEB 25, 2020

Women and Finance

GPB's "On Second Thought" Radio Show

JUN 8,2018

How to Build a Successful Business with Effective Financial Planning

Branding with Purpose Podcast

DEC 20, 2017

Think Outside the 401(k)

Brown Ambition Podcast Ep #142

SEP 13, 2018

White Paper

The Future of Buy Now, Pay Later

Discover what industry experts predict is on the horizon for the rapidly evolving Buy Now, Pay Later market

Provenir | July 2023

Magazines + Articles

Wonder Women: 10 Women Entrepreneurs Share How They Built Their Businesses from the Ground Up

Atlanta’s Best Self Magazine

SEP 13, 2019

Financial Wellness Made Easy

Atlanta Best Media

SEP 17, 2020

When You Should Reach Key Financial Milestones

BankRate

AUG 14, 2018

How Financial Experts Organize Their Taxes

Atlas Informatics

FEB 14, 2017

Is it ever ok to take money from your 401(k)?

CBS News

MAY 30, 2017

Recessions Lead People to Make Big Money Mistakes — Financial planners share what they tell clients not to do.

Bloomberg

AUG 12, 2020

This is What's Keeping Millennials Up at Night

CNBC

JUL 20, 2017

5 Things You Can Do to Thrive as an Independent Contractor

CNBC

JUL 9, 2018

Mint Alternatives

Credit Donkey

OCT 18, 2019

The Smartest and Dumbest Things People Do with Their 401(k) Funds

CNBC

MAY 1, 2017

Do holidays actually exist for entrepreneurs?

DWF Magazine

DEC 20, 2018

How to Open a Certificate of Deposit (CD)

Discover

APR 2017

Minority Women Carve Out Niches to Keep Afloat in the Financial Advisory Space

FA Magazine

APR 30, 2019

Why It’s Important to Talk to Your Friends About Money

The Every Girl

OCT 30, 2019

Where to Find Hourly Financial Planners

Forbes

JUL 18, 2017

Earnings Preview: What to Expect from CIGNA on Friday

Forbes

AUG 3, 2017

Here's How to Know What to Pay Your Employees

HypePotamus

NOV 7, 2017

9 Common Student Loan Myths That Can Cost Borrowers Big Time

Huffington Post

JUL 19, 2018

Cambridge Associates Reaches Diversity Milestone: Half of Leadership Team are Women

Investment News

FEB 27, 2019

Advisors Survive Their First Year on Their Own with Drive to Excel

Investor's Business Daily

SEP 23, 2016

10 Big Dreams Advisers Made Come True for Clients

Investment News

AUG 16, 2017

Flipping the Switch on Women in Financial Services

Investment News

OCT 2, 2018

Tackling Debt as a Couple

Lending Tree

APR 3, 2018

How Looking at My Food Budget Helped Me Raise My Credit Score

Kitchn

SEP 5, 2019

Why You Need a Midyear Budget Check-in

NerdWallet

JUL 26, 2019

What Small Businesses are Doing to Cope with Coronavirus

Money

MAR 19, 2020

Tough Choice When Going Independent: RIA or BD Affiliate?

On Wall Street

SEP 13, 2016

Should I delay goals while I repay student loans?

NerdWallet

SEP 23, 2016

How Recovery Helped Me Get Smart About my Finances

The Temper

APR 6, 2020

Meet Helen Ngo: Entrepreneur & Financial Empowerment Coach

Shoutout Atlanta

JUNE 10, 2021

A Midyear Retirement Savings Checkup

U.S. News & World Report

JUN 19, 2017

Finding Your Business Persona in the Face of Rejection

UPS

MAY 6, 2019

Credit Card U? How Plastic Helps Students Learn Budgeting

USA Today

AUG 11, 2017

When you should buy now and pay later. Don't forget: It's a form of debt

USA Today

SEP 24, 2019

Atlanta’s Most Inspiring Stories

Voyage Atl

APR 10, 2019

Can I use a financial planner if I'm not rich?

Vice Media

MAR 14,2018

Free Resource

FREE Financial Planning Calendar and Checklist

Stay on top of your money with our monthly financial checklist and calendar.

We respect your privacy and will not share your contact information with outside parties. You can unsubscribe at any time.

what's included: