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 where clients work because they enjoy it, not because it’s a necessity, that’s the sweet spot for Kim. Serving investors by managing their assets from trusts, retirement plans, IRAS, and 401(k)s, Kim has over 17 years of experience as a financial advisor, and over 19 years in the financial services industry.
Kim holds a bachelor’s degree in economics from the University of California, Los Angeles (UCLA), the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning and has served in leadership roles as a KidLead Koach for Lead Young and a network coordinator for Women in Technology Intl (WITI) Silicon Valley chapter. She is also a member of the Class of 2019 Leadership Morgan Hill program.
Giving back to the financial industry and the community is important to Kim. She has contributed insights to industry whitepapers (Fidelity Investments’ Journey to the Top; Time for Technology: Fostering Smarter and Stronger Relationships; and Digging into Digital Advice) and is sought after as an industry leader. She enjoys sharing ideas with others participating on panels for Financial Services Institute, Cambridge Investment Research, and The Wharton Club of Northern California and speaking engagements for women in technology.
Financial Independence starts at home, where Kim enjoys the ability to work with clients she enjoys; have enough time to be present for her two teenage kids; and spend time traveling and cooking with her husband Victor and family.
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.
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 B2B and B2C 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.
She has over 10 years in the business. Christinia will be working closely with clients to make sure their Financial Happiness dashboards are current, and their needs are met.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisors Services through Cambridge Investment Research Advisors, a Registered Investment Advisor.
Tech Girl Financial is not affiliated with Cambridge. Check the background of this investment professional on FINRA's BrokerCheck.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, KY, MI, MT, NH, NJ, NV, OR, SC, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
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