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  • Podcast

Episode 137: Serving Technology Leaders

Kim Gaxiola of TechGirl Financial

Kim Gaxiola is the owner and founder of TechGirl Financial in San Jose, California. She holds a bachelor’s degree in economics from the University of California, Los Angeles (UCLA), and a Certified Financial Planner ™ certification from the College for Financial Planning. Kim serves tech professionals and their families who aspire to become financially independent. She has over 17 years of experience as a financial professional and more than 19 years of experience in the financial services industry. Kim enjoys giving back to the financial industry and community, spending time with her two teenagers, traveling, and cooking.

Episode 137: Serving Technology Leaders Amy Webber and Kim Gaxiola
Episode 137: Serving Technology Leaders

TechGirl Financial focuses on offering personalized, hands-on services. The firm helps high tech employees have the resources to plan the lifestyle they desire by putting their money to work. Kim and her team focus on educating clients on financial concepts and products, insurance, estate conservation, preserving wealth, and taking the mystery out of investing.

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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