Real Estate Specialist@ Mission Equity Management
Huntington Beach, California, United States
Kim Ngo, MBA, CFP®
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Northwestern University
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Tell me more about Kim Ngo, MBA, CFP®?
FlashIntel GPTKim Ngo, MBA, CFP(r) is a highly experienced financial consultant with 17.8 years of work experience. She specializes in financial services, investments, and wealth management. Kim has a strong background in retirement planning, financial advisory, and portfolio management. She has worked for reputable companies such as Mission Equity Management, Fidelity Investments, and Allstate Financial Services, LLC. Kim is known for her analytical skills, problem-solving abilities, and expertise in real estate and real estate investment consulting. She is currently based in Huntington Beach, California.
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Emails and Phone Numbers
About
I am a dedicated, professional and proven financial consultant with a track record of growing client satisfaction and AUM through practice management presentations and investment sophistication.
Work Experience
Real Estate Specialist
Financial Analyst
Real Estate
Kim Ngo, MBA, CFP®'s Professional Milestones
- Financial Analyst (2017-10-01~2019-11-01): Provided data-driven financial analysis, optimizing company's financial performance and reducing costs.
- Financial Services Professional, Financial Advisor (2009-07-01~2012-02-01): Provided comprehensive financial advice to clients, optimizing their financial performance and improving overall financial performance.
Education
Skill
Financial Services
Investments
Finance
Mutual Funds
Wealth Management
Retirement Planning
Financial Advisory
Securities
Portfolio Management
Finra
Separately Managed Accounts
Sma
Wrap Accounts
Series 65
Analyze
Valuation
Real Estate
Analytical Skills
Strategic Thking
Problem Solving
Investment Planning
Investment Advisory Services
Pipeline Management
Commercial Real Estate
Real Estate Investment Consulting
Real Estate Transactions
Commercial Real Estate Analysis
Certification
Colleagues
Quoc Anh Nguyen
Partner | Chief Operations Officer
David Aldana
Real Estate Consultant
Tony Phabs
President
Kim Ngo, MBA, CFP®, CFA® Level 1
Real Estate Specialist
Jim Schlusemeyer
insurance agent at ers life insurance services
Other Named Kim Ngo, MBA, CFP®
Frequently asked questions
We found 1 Kim Ngo, MBA, CFP®'s email addresses
We found 1 Kim Ngo, MBA, CFP®'s phone numbers
Kim Ngo, MBA, CFP®'s social media include: Linkedin,
Kim Ngo, MBA, CFP® works for Mission Equity Management
Kim Ngo, MBA, CFP®'s role in Mission Equity Management is Real Estate Specialist
Kim Ngo, MBA, CFP® works in the industry of Real Estate
Kim Ngo, MBA, CFP®'s colleagues are Quoc Anh Nguyen,David Aldana,Tony Phabs
Kim Ngo, MBA, CFP®'s latest job experience is Real Estate Specialist at Mission Equity Management
Kim Ngo, MBA, CFP®'s latest education in Northwestern University
