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Kimberley Ngo, MBA
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Building Wealth and Legacies

Strategic Wealth Management

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Kimberley Ngo, your trusted financial advisor, smiling in a blue blouse.
Meet Your Trusted Advisor

Kimberley Ngo, MBA

RICP®, CAA®, LUTCF®, CLTC®, FEPS®, MDRT® (TOT)

Kimberley Ngo is a recognized leader in retirement and long term care financial planning, known for her strategic vision and commitment to client success. With decades of experience and a passion for empowering others, Kimberley has helped retirees, families, business owners, and professionals achieve their financial security and a substantial increase in retirement income with long term care.

Professional Awards

National Life Group
Fastest Growing Agency
First Quarter of 2021
New York Life
Premier Centurion
2008 - 2011
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United Home Life
Winner's Circle
2018
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New York Life
Executive Council
2008 - 2016
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American Life Insurance Company of Texas
Club 40 - Whistler
2017
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Maxwell Leadership
Certified Speaker
2022 - 2026
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New York Life
Life Case Rate Leader
2008 - 2011
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MDRT
Top of the Table
2011 - 2026
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AAIFPA Houston Chapter
President
2020 - 2026
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New York Life
Career Life Success
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New York Life
Career Life Producer
2011
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New York Life
New Org Annuity FYC Leader
2010
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New York Life
Blue Vase Award
2010
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New York Life
Rookie of the Year
2010
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Vietnamese Culture & Science Association
Appreciation Award
2019 - 2023
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Midland National Life Insurance Company
Champion's Club
2024
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Kansas City Life
Top Ten Agency
2020 - 2024
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Impact Player

2018
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New York Life
Annuity Champion Program
2010
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American-Amicable Life Insurance Company of Texas
Producer-Spain
2016
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New York Life
Life Foundation Award
2011
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American-Amicable Life Insurance Company
Clun 40 - Whistler
2017
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The Premier Association of Financial Professionals
Member MBRT
2011 - 2026
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CoreBridge Financial
Partners Group
2022-2023
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Let's Plan Your Finances ↓

Secure Your Financial Future

3 Steps to Building Your Legacy

Step 1

Schedule Your Complimentary Retirement Review

Let’s start with a conversation. We’ll discuss your goals, concerns, and current financial picture—no obligation, just clarity.

Step 2

Receive Your Personalized Retirement Roadmap

We’ll analyze your situation and create a custom strategy to help maximize income, minimize taxes, and protect your legacy.

Step 3

Partner for Ongoing Success

If you decide we’re the right fit, we’ll implement your plan together and provide ongoing guidance—so you can enjoy retirement with confidence.

Take the First Step

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What People Say About Us

I recently had the pleasure of working with Kimberley Ngo and was extremely impressed with her commitment to customer satisfaction.
Barry Cook
Barry Cook
Kimberley Ngo is an advisor like you have never experienced. She'll educate you along the way to planning for more income while also teaching you how to protect and invest your hard earned money.
Amena B
Amena B
Love working with Kimberley Ngo. She adds so much value to my family & others. We love the portfolio recommendation for my youngest son which will set him for life.
Kim W.
Kim W.
Kimberley Ngo is our generous Diamond VIP sponsor at our Alief International Festival. She not only serve our community with professional financial services but also help to educate people in our community.
Hoang Tran
Hoang Tran
Kimberley speaks Vietnamese and English very fluently. A plus because my wife always speaks Vietnamese. The best part is that she is very honest and always tell me true translation. Kimberley worked around our schedule and came to my salon 💇‍♀️ two times.
John Michael
John Michael
The city of Houston has many financial advisors. But it is rare to find a reputable advisor who meets what the insurance buyer needs. Kimberley Ngo has brought faith and hope to the Houston community, because of her dedication, there are always programs that are suitable for all family situations.
GN TG
GN TG
I’ve worked with Kimberley Ngo for the last 4 years and she is an amazing CEO and distribution leader in our industry. Kimberley is committed to serving her clients and is an inspirational leader to her team. She always leads by example and listens
Nathan L. Driskill
Nathan L. Driskill
I've had the pleasure of working with Kimberley Ngo over the past few years, she is an industry expert and excellent partner of ours here at Corebridge Financial. Kimberley has great things to come and showing exponential growth.
Alexander Voloshen
Alexander Voloshen
Kimberley Ngo is very intelligent and dedicated. She has the ability to see the big picture as well as the smaller details in her work. She likes to help others as much as she can.
Aimee Herrera
Aimee Herrera
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