Our Story
We take great pride in the quality of service we provide for our partners and the clients we serve. At Intelione Financial Partners, we are always ready to help because we are in the business of helping people. We help consumers save money and help families protect and preserve their financial future. And we help our partners build a thriving business.
Our core values are Integrity, Perseverance, Accountability, and Teamwork. We invest in people and put people first. Our culture is built on one heart, one mind, and one purpose—Intelione. We are innovation-driven, act with integrity, and hold each other accountable. We believe in simplicity, strive for excellence, and are socially responsible.
Our mission: Helping families and partners get the most value out of their financial services is at the heart of everything we do.
Kimberley's Story
Kimberley Ngo, MBA
Founder | CEO | Entrepreneur | Life Coach | TV & Radio Broadcaster | Retirement Financial Advisor | Certified Annuity Advisor | REALTOR® | Commercial Broker | Investor | Philanthropist | MDRT Top Of The Table | Investment Strategist
Kimberley Ngo is a nationally recognized financial advisor and the founder of Intelione Financial Partners and Retire Wisely 101. With over two decades of experience in wealth management, retirement planning, and insurance optimization, Kimberley is known for her strategic vision and unwavering commitment to her clients’ success.
As a Retirement Income Certified Professional® (RICP®), a Certified Annuity Advisor (CAA®), and a Certified Long Term Care (CLTC®) Advisor, Kimberley brings a rare depth of expertise to every client relationship. Her approach blends technical excellence with genuine care, empowering families, business owners, and professionals to make confident financial decisions at every stage of life.
Kimberley’s leadership and insight have earned her recognition in both local and national media, and she is a sought-after speaker on topics ranging from retirement income strategies to legacy planning. Fluent in both English and Vietnamese, Kimberley is dedicated to serving a diverse community and making financial guidance accessible to all.
Above all, Kimberley believes that true financial planning is about partnership, trust, and helping clients build a legacy that lasts.
