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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 working with Women in Tech to create Investment & Financial Planning roadmaps that lead to a work-optional lifestyle.  

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Empower Your Future

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.

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Thriving Together

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. 

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Focus On Your Why 

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. 

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Your Financial Roadmap Starts Here

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. If you need help with RSUs, stock options, tax or estate planning, we have assembled the team to get the job done.



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<p>What Is the Dividend Yield?</p>

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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<p>Managing an Inheritance</p>

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.
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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.