Kimberley Ngo, MBA, NSSA® & IRMAACP™ Advisor · Houston, TX

Kimberley Ngo, MBA, is a dedicated Financial Advisor at InteliOne Financial Partners Wealth Management in Houston, TX, with 27 years of experience serving a diverse clientele that includes pre-retirees, business owners, federal employees, and families navigating life's transitions. Kimberley specializes in retirement income strategies, long-term care solutions, and life insurance protection with living benefits, ensuring her clients' financial futures are secure and sustainable.

Kimberley Ngo, MBA holds both the National Social Security Advisor (NSSA®) certification and the IRMAACP™ training in Medicare planning, reflecting advanced training in retirement income and Medicare cost planning.

With an extensive array of credentials, including RICP, CAA, and NSSA, Kimberley combines her expertise with a personal touch. Her commitment to "servicing what we sell" underscores her approach, as she genuinely cares for the well-being of her clients. This passion drives her to provide tailored financial strategies that meet the unique needs of widows and widowers, as well as families seeking stability and growth in their financial plans.

In a complex financial landscape, Kimberley's heart-centered approach ensures that each client feels valued and understood. If you're looking for a knowledgeable and respected financial advisor in Houston, TX, who puts people first, Kimberley Ngo is ready to help you navigate your financial journey with confidence.

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