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What will you do when your money works for you? | Call 1-800-584-3652 | Account

Need a Speaker for your Next Event?

Personal finance and Investment subjects don't have to be complicated, and with a wealth of experience and knowledge both Kim or Victor are available to speak at your next event.  We are also available to serve on panels or individual sessions.

What we can talk about?

What to Do with Restricted Stock Units (RSUs)?

How do you manage your restricted stock units (RSUs)?When you have an event that leads to a large influx of money- be prepared.

 

Our Company Went Public, Now What?

The bell has been rung, and now you find your self with a concentrated equity position- what do you do?  How do your protect your gains when your stock surges in price? 

Breaking Money Silence®

Based on the best selling book by Kathleen Burns Kingsbury, we offer a series of workshops on Breaking Money Silence at home and in the workplace.

KonMari Your Finances

Marie Kondo has helped thousands organize their home life, we can help you do the same with your finances. Find out how we help clients organize their financial life by creating their own personal financial roadmap? 

Charitable Giving

There are strategies to make your gifts and money stretch farther and be more tax efficient. In this presentation we share how to seek advice on gifting and how your tax, legal, and financial advisors can work together with you to craft strategies that are just right for you.

Legacy Planning with Insurance

Many factors come into play when deciding what type of life insurance will best suit your needs. The best thing to do is speak with a trusted and qualified financial professional who can assist you in looking at all the factors and help you to choose the policy that will work best for you.

Panel Participation

Need a seasoned and experienced panelist at your conference?  Both Victor and Kim have a wealth of experience on multiple topics including: digital technology, social media, financial planning, working in niche markets, our evolving industry, and working with women. 

Podcast Guest

As podcast hosts, we make great podcast guests and would love the opportunity to share our insights on your podcast.  

Tell us more...

We'd love to learn more about your event or need for a speaker.  Click the button below to tell us what you have in mind, and we'll be in touch.

Lean In To Retirement

Check out TechGirl Financial's Article Series on how to "Lean In To Retirement".

About the Founder

Kim will put you at ease with your financial planning and help you to create a clear picture of your financial future!

Check the background of this investment professional on FINRA's BrokerCheck

Contact Us

Northern California
111 N. Market Street, Suite 300
San Jose, CA 95113
Toll-Free:  800-584-3652
Contact Us

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Disclosure

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, NC, NH, NJ, NV, OR, SC, SD, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

© 2018 Tech Girl Financial, All Rights Reserved

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