What Will You Do When Your Money Works For You?
Our team focuses on working with Women in Tech to create Investment & Financial Planning roadmaps that lead to a work-optional lifestyle.
Empower Your Future
We have developed a process to guide you through life's financial complexities and "what ifs?" We'll collaborate with you to build your unique financial roadmap.
Thriving Together
You are not alone in this journey. Using the latest in financial technology, we'll explore your goals, address your concerns and develop a strong plan together.
Focus On Your Why
Life moves pretty fast and we'll be there every step of the way to guide you through the decisions affecting your family, career and future.
A Decision Not Made Is Still a Decision
Principles of Preserving Wealth
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.
Victor Gaxiola
Co-Founder, Head of Marketing and Investment Advisor
Christinia Sardam, RP
Operations Manager and Registered Paraplanner
Nano SuperDog
Office Dog