Chief Executive Officer, Founder, IIICenter, Inc.
As Chief Executive Officer and Founder of IIICenter, Inc., Helen’s 15-years personal finance expertise led the company to launch an all-inclusive personal finances center serving small businesses and families in the areas of insurance planning, financial planning, tax planning, as well as residential and commercial real estate, and mortgage solutions in San Diego, California. Helen thrives to serve her clients with Living Life by Design not by Default motto, providing a holistic and educated approach to personal finances. Helen continues to work with a diverse variety of clients, the typical being a working couple with children as those families tend to have to most life-changing events that make her services invaluable to them. Helen has held various positions in the financial industry from business development to chief operating officer and currently serves as the Executive Director and on the Board of Directors for the Vietnamese American Business Association.
Helen holds an Executive MBA from Saint Mary’s College of California, and a Bachelor’s degree in Finance and Economics from California State University, East Bay. Helen also holds multiple industry licenses and certifications, Real Estate Broker – BRE# 0175916, Mortgage Broker – NMLS/MLO# 1086321, Insurance Licenses – 0E46138, Accident Life, and Health, Property and Casualty.