“Arrive at a point where working would be optional – we call it the work-optional lifestyle. So, we would work because we want to and we love it, as opposed to because we have to.”
Following the events of 9/11, Victor Gaxiola of TechGirl Financial knew it was time for him to make a career change and leave the airline industry. Committed to his passion for serving people and marketing, Victor was ready to take a dive into financial services. Now, he serves as not only co-founder of TechGirl Financial alongside his wife, Kim, but also as Head of Marketing and an Investment Advisor. Don’t miss this episode of Cambridge Stronger as Victor provides insight on his role as Head of Marketing, the latest trends in the digital space, and how he serves as a valued member of Cambridge’s Diversity, Equality, and Inclusion Advisory Council. He also shares the trials, tribulations, and risks he and his wife experienced while building their business with a family-first focus and why they always “keep the end in mind”.
Tune into Episode 184: Leading a Work-optional Lifestyle, as Victor joins Cambridge CEO Amy Webber to discuss:
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. As co-founder of TechGirl Financial, Victor’s has developed the practice with a focus on providing guidance to tech professionals in their journey towards a “work-optional” lifestyle with a simple tagline that asks “What will you do, when your money works for you?”
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 business to business and business to consumer 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.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, MemberFINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Tech Girl Financial is not affiliated with Cambridge.
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.