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What Will You Do When Your Money Works For You?

What Will You Do When Your Money Works For You?

Our team focuses on creating Investment & Financial Planning roadmaps that simplify the complexity of your success, and lead to a "work-optional" lifestyle.

Insights to Action

Insights to Action

Our process is designed to guide you through your financial complexities. Together we will identify your goals, gather data, and develop your financial roadmap.

Thriving Together

Thriving Together

You are not alone in this journey.  We focus on information and investments that matter, providing insights that lead to better financial outcomes.

Focused on Your Why 

Focused on Your Why 

We all work hard  and life moves fast. We are here for you, your family to guide you through the decisions affecting your wealth,  career and future. 

Insights to Decisions.  Decisions to Action!

Your financial goals are unique to you, your needs and aspirations.  Working together, our community of local financial professionals are here to guide you to better financial decisions, and ACTION.  If you need help with RSUs, stock options, tax or estate planning, we have assembled the team to get the job done.  Don't delay, contact us today.



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Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
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TechGirl Financial Podcast

TechGirl Financial Podcast

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Check Out Our Blog

Check Out Our Blog

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Meet Our Team

Kim Gaxiola

Kim Gaxiola, CFP®

Registered Principal/Founder, Investments

800-584-3652

Victor Gaxiola

Victor Gaxiola

Co-Founder, Head of Marketing and Investment Advisor

800-584-3652

Christinia Sardam

Christinia Sardam, RP

Operations Manager and Registered Paraplanner

800-584-3652

Contact Us to Learn More

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Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.