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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.

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Thrive Together

Thrive Together

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

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Focused on Your Why 

Focused on Your Why 

 We are here for you and your family to coach you on the decisions affecting your wealth, career and future. 

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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, 401k or 403b rollovers, tax or estate planning, we have assembled the team to get the job done.  Don't delay, contact us today.



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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 and get the most out of their total compensation package.

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Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
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Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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TechGirl Financial Podcast

TechGirl Financial Podcast

Developed to share our unique insights on financial topics with guest speakers and subject matter experts. Available here and on all major podcast services.

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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, FPQP

Operations Manager and Registered Paraplanner

800-584-3652

Mika Gaxiola

Mika Gaxiola

Client Services Intern

(800) 584-3652

Nano SuperDog

Nano SuperDog

Office Dog

If you are ready to explore how we can help.....schedule a meeting.

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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.