Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.
We work with a community of financial professionals to continuously deliver value to all our clients. Learn more about the team below.
Registered Principal/Founder, Investments
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.
Kim holds a bachelor’s degree in economics from the University of California, Los Angeles (UCLA), the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning and has served in leadership roles as a KidLead Koach for Lead Young and a network coordinator for Women in Technology Intl (WITI) Silicon Valley chapter. She is also a member of the Class of 2019 Leadership Morgan Hill program.
Giving back to the financial industry and the community is important to Kim. She has contributed insights to industry whitepapers (Fidelity Investments’ Journey to the Top; Time for Technology: Fostering Smarter and Stronger Relationships; and Digging into Digital Advice) and is sought after as an industry leader. She enjoys sharing ideas with others participating on panels for Financial Services Institute, Cambridge Investment Research, and The Wharton Club of Northern California and speaking engagements for women in technology.
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.
Co-Founder, Head of Marketing and Investment Advisor
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.
Whether promoting innovative strategies as a co-founder and industry thought leader, or developing relationships with clients and partners, Victor provides the knowledge and tools to promote adoption and growth. He often speaks at industry conferences, seminars, webinars, and training sessions with a hands-on approach designed to educate, enrich, engage and entertain.
In 1993 Victor graduated with a bachelor’s degree in Interpersonal Communication Studies from the University of California, Los Angeles (UCLA) and remains a loyal Bruin fan. He collaborates easily with people at all levels and backgrounds and has 30+ years of experience in client facing B2B and B2C roles in Social Media, Sales, Marketing, Business Development and Product and Project Management.
Outside of work, Victor loves traveling, cooking, entertaining and seeking the next adventure with the family.
Operations Manager and Registered Paraplanner
Christinia Sardam is a highly experienced financial professional with the Financial Paraplanner Qualified Professional(TM) designation from the College for Financial Planning.
She has over 10 years in the business. Christinia will be working closely with clients to make sure their Financial Happiness dashboards are current, and their needs are met.
Nano SuperDog joined our team in 2018 and helps with investment strategy design and client relations. He doesn't work hard, but is cute.
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