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 Real Estate Broker | Investor | Philanthropist | MDRT Top Of The Table | Investment Strategist
Kimberley Ngo is a nationally recognized financial advisor, entrepreneur, media personality, and community leader with more than two decades of professional experience and dedicated service to the Vietnamese and surrounding communities. As the Founder and CEO of InteliOne Financial Partners and Retire Wisely 101, she has built a reputation for helping individuals, families, and business owners achieve financial security, preserve wealth, save on taxes and create lasting legacies.
Holding advanced credentials as a Retirement Income Certified Professional® (RICP®), Certified Annuity Advisor® (CAA®), and Certified in Long-Term Care® (CLTC®), Kimberley brings a unique combination of technical expertise, strategic insight, and compassionate guidance to every client relationship. Her personalized approach empowers clients to navigate complex financial decisions with confidence while building comprehensive plans for retirement, wealth preservation, tax strategies, and legacy planning.
Throughout her 27-year career, Kimberley has remained deeply committed to serving others. In addition to her professional accomplishments, she has devoted decades to charitable and community outreach efforts throughout Houston and surrounding cities. Working closely with temples, churches, nonprofit organizations, and local community groups, she has helped support families in need, promote cultural and educational initiatives, and strengthen community connections. Her dedication to service reflects her belief that true success is measured not only by financial achievement but also by the positive impact made in the lives of others.
Kimberley’s leadership and expertise have earned recognition in both local and national media. As a television and radio broadcaster, she regularly educates audiences on retirement income strategies, financial literacy, wealth accumulation, tax strategies, asset protection, and legacy planning. Fluent in both English and Vietnamese, she is passionate about making financial education and professional guidance accessible to diverse communities throughout Texas and across the nation.
As a distinguished member of the MDRT Top of the Table for many consistent years, an honor achieved by a select group of the world’s leading financial professionals, Kimberley continues to set a high standard of excellence in her industry. Whether serving clients, mentoring professionals, educating through media, or leading charitable initiatives, she remains committed to helping others build financial confidence, achieve their goals, and leave a meaningful legacy for future generations.
