Specialties
About Me
Kimberley Ngo Retirement Income & Advisory Specialist My name is Kimberley Ngo.
I'm a dedicated Retirement Income and Financial Advisor who is passionate about helping individuals retire with confidence, security, and freedom. With a mission to ensure that my clients never run out of money in retirement, I focuse on building comprehensive, personalized income strategies designed to provide lifelong financial stability with long term care protection. My expertise spans over 26 years of retirement income planning, life insurance, and long-term care protection—the essential pillars of a secure retirement. I believe true financial freedom means not just having enough to live well today, but also being prepared for tomorrow’s uncertainties. Known for my thoughtful guidance and client-first approach, I help people make informed decisions that align with their goals, values, and lifestyle dreams. Whether it’s creating a dependable retirement paycheck, safeguarding loved ones with life insurance, or ensuring long-term care needs are covered, I'm committed to empowering every client to retire freely and fearlessly.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
MBA, RICP, CLTC, LUTCF, FEPS, ABR, NHA
Chartered Designations
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Disclosures
The information provided is for educational purposes only and should not be considered specific investment, tax, or legal advice. Clients should consult with their own financial, tax, and legal professionals before making any financial decisions. Insurance and annuity products are issued by third-party insurance carriers and subject to their underwriting and approval. Product availability, guarantees, and benefits may vary by state and carrier.