Toll Free: 800-584-3652
Check out the background of this investment professional on FINRA's BrokerCheck
TechGirl Financial
we advise a select group primarily of women in technology and their families who aspire to among other things, a work-optional lifestyle we define as financial independence.
Schedule Some Time With Us
We Seek Financial Happiness
we have developed a process to guide you through life’s financial complexities. We collaborate with you to bring all your money matters together, and we call it the Financial Happiness Solution.
Schedule Some Time With Us
You Deserve to Be at Ease with Your Money
we'll show you what you are doing right and help you to build financial strategies from there!
Schedule Some Time With Us
What's Your Level of Financial Happiness?
let us help you improve your "money mood" and get you on your way to true financial happiness!
financialhappiness.com- TechGirl Financial
- We Seek Financial Happiness
- You Deserve to Be at Ease with Your Money
- What's Your Level of Financial Happiness?
Welcome to TechGirl Financial
Close your eyes and imagine what will you do when your money works for you!
Is it a lifestyle you’re thinking about? Do you dream of building your own business? Maybe you envision travel in your retirement. We believe the key to family wealth management is finding answers to simple, yet important questions that help you gain control of your financial future.
TechGirl Financial's ongoing process of identifying changing goals and objectives, assessing alternatives, taking action and reviewing results may help you make effective, long-term financial decisions for years to come.
What will you do? When Your Money Works FOR You?
Your Team of Financial Happiness Explorers
-
Kristen Hafner
Founder & Principal
Kristen Hafner
Founder & Principal
Kristen Hafner is a Certified Financial Planner™ professional and Founder and Principal of Women of Financial Moxie®.
-
Kim Gaxiola
Founder & Principal
Kim Gaxiola
Founder & Principal
Kim Gaxiola is a Certified Financial Planner™ professional and Founder and Principal of Tech Girl Financial®.
-
Jamie Roth
Client Service Associate
Jamie Roth
Client Service Associate
Based out of the Cambridge home office (our broker-dealer) in Fairfield, Iowa, Jamie is a great advocate, experienced associate and services all client needs. We are lucky to have her, as her resources and op’s contacts are broad. She knows how to “GET IT DONE,” with a smile.
-
Amber Devine
Insurance Agent
Amber Devine
Insurance Agent
TechGirl Financial is excited to introduce Amber to our team she will be responsible for insurance evaluations. She is currently working on her MBA and Certified Financial Planning Degree at Cal Lutheran.
Latest News
Are Millennial Women Saving Enough for Retirement?
The available data is more encouraging than discouraging. Provided by TechGirl Financial Women 35 and...
Do Our Attitudes About Money Help or Hurt Us?
As Anticipated, Interest Rates Rise
Your Year-End Financial Checklist
