
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 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.
Restricted Stock Units (RSUs), Employee Stock Purchase Plans (ESPPs) and Stock Options
Our team specializes in helping high tech employees have the resources to plan the lifestyle they desire by putting their money to work.

Inflation - Back to the Future

5 Smart Investing Principles

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

Check Out Our Blog
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
Meet Our Team

Victor Gaxiola
Co-Founder, Head of Marketing and Investment Advisor

Christinia Sardam, RP
Operations Manager and Registered Paraplanner
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.