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.
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.
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.
Tech Girl Financial and Cambridge are not affiliated.
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Executive Chairman, just wanted to build something wonderful.
Cambridge offers several multi-asset and equity SMA strategies focused on ESG or socially responsible investing.