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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Welcome to TechGirl Financial

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.  We work with a talented community of financial professionals to address your concerns and provide the data that helps you make informed decisions. 

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website, including our blog, podcast and newsletter. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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

Suggested Content

Unlocking the Treasures to Financial Wellness

Does your financial life need a check-up? Grab this free guide to learn how to get your finances in tip-top shape.

 

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