Broker Check

Our Team

How We Collaborate For your Financial Success

How We Collaborate For your Financial Success

Our journey into the world of financial guidance is rooted in personal experiences. Many of us in the technology sector have witnessed the challenges our friends and family face when trying to navigate their financial futures. Driven by a passion for personal finance and armed with professional training, we are here to empower individuals like you to shape a secure financial tomorrow.

Years of Industry Expertise

With a wealth of industry experience, we have earned a reputation for simplifying complex financial concepts. Our mission is to make personal finance understandable and accessible to you, enabling you to pursue your financial goals with confidence.

A Collaborative Approach

We believe in the power of collaboration. As tech enthusiasts, we know the value of working together to achieve results. That's why we collaborate with a diverse community of financial professionals. This collective expertise allows us to consistently deliver exceptional value to all our clients.

Explore Our Team

Discover the tech-savvy professionals who make up our team below. We're ready to leverage our financial knowledge and technical insight to help you build a brighter financial future.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kim Gaxiola, CFP®

Registered Principal/Founder, Investments

800-584-3652

kim@techgirlfinancial.com

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 23 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 was 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 kids; and spend time traveling, playing tennis and cooking with her husband Victor and family.

Victor Gaxiola

Co-Founder, Head of Marketing and Investment Advisor

800-584-3652

victor@techgirlfinancial.com

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, playing tennis, entertaining and seeking the next adventure with the family.

Christinia Sardam, FPQP

Operations Manager and Registered Paraplanner

800-584-3652

christinia@techgirlfinancial.com

Christinia Sardam is a highly experienced financial professional with the Financial Paraplanner Qualified Professional(TM) designation from the College for Financial Planning. She is a key member of our team and the first person people will get to know once they start working with TechGirl Financial as we begin to gather data and understand your needs.  Based in Kentucky, Christinia is a warm and caring professional who puts the interest of our clients first, and set the bar for customer service and attention.

She has over 13 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.  We are lucky to have Christinia on our team!

Mika Gaxiola

Client Services Intern

(800) 584-3652

mika@techgirlfinancial.com

Mika Gaxiola is currently a Junior attending the Berklee College of Music in Boston studying music production and engineering.  She is a talented vocalist, video maker and the creator of the original TechGirl Financial podcast theme song.  Outside of school, Mika enjoys attending concerts, travel and the reality TV show Survivor.

Nano SuperDog

Office Dog

Nano SuperDog joined our team in 2018 and helps with investment strategy design and client relations.  He doesn't work hard, but is cute.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Ready to get started?

Thank you!
Oops!