At our firm, we are dedicated to serving the unique needs of tech professionals like you, whether you're retired or planning for retirement. As part of our commitment to providing personalized attention, we invite you to explore our website, where you'll find a wealth of information tailored to your financial journey.
Our approach is centered on you, the client. We believe in hands-on, personalized service that goes beyond the standard financial advisory experience. We don't just manage your finances; we empower you with knowledge. We demystify the intricacies of investing, insurance, estate preservation, and wealth management, making it accessible and understandable.
Retirement today comes with a unique set of challenges, and we understand that your top concern is ensuring your financial security throughout your retirement years. Our focus extends beyond mere money management; we delve into the critical aspects of your financial well-being.
As a tech-savvy individual, you deserve financial strategies that align with your aspirations and lifestyle. Our team is here to provide the expertise and guidance required to help you achieve your retirement goals.
Discover how we can personalize your financial journey to secure a prosperous retirement that matches your tech-forward mindset.
Personalized plans begin at $2,500 and encompass a one-year commitment. The pricing structure is tailored to the specific intricacies of your planning requirements and will be determined subsequent to an initial consultation and an assessment of your individual circumstances
Comprehensive individual plans commence at $1,750 and encompass continuous Investment Management Services, which involve investment selection and monitoring. Account fees are calculated based on the total Assets Under Management (AUM) and span from 0.75% to 1.5% of the total account value. The cost structure includes investment trades and adjustments.
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...
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...
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...
Client Services Intern
Mika Gaxiola is currently a Junior attending the Berklee College of Music in Boston studying music production. She is a talented vocalist and creator of the TechGirl Financial podcast theme song.
Nano SuperDog joined the TechGirl Financial team in 2018 and helps with client relations and overall good vibes.
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