Book a Free 15-30 Minutes Zoom Meeting with Kim or Victor to learn how we help our clients create personal financial roadmaps to a "work-optional" lifestyle.
Owner, speaker, educator, and CFP® Practitioner, Kim advises tech professionals and their families who aspire to a "Work Optional" lifestyle. Transitioning clients from a "need to work" position to a financially independent one where clients work because they enjoy it, not because it"s a necessity, that’s the sweet spot for Kim. Serving investors by managing their assets from trusts, retirement plans, IRAS, and 401(k)s, Kim has over 17 years of experience as a financial advisor, and over 19 years in the financial services industry.
Financial Independence starts at home, where Kim enjoys the ability to work with clients she enjoys; have enough time to be present for her two teenage kids; and spend time traveling and cooking with her husband Victor and family.
Victor is a financial services and wealth management leader with a passion for digital innovation. Drawing from diverse industry experience across competitive and fast-paced environments, he combines strategic vision and creative leadership to empower financial success at TechGirl Financial.
Outside of work, Victor loves traveling, cooking, entertaining and seeking the next adventure with the family.