Toll Free: 800-584-3652


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What We Do


to manage your investments the way they deserve to be managed?

Have you noticed you put off the tasks you least like doing?

If you answered no to just one of these questions, you should consider working with us. TechGirl Financial is your resource for investment management, and financial planning. We believe working with you is a partnership. Not only do we care about how your investments will be managed, we want to be a resource for career growth serving women in technology. That’s why you will see our blog articles supporting women in technology, career growth, and financial articles. Your success stories are what keep us motivated, engaged, and excited to work together.

Financial Planning with the use of SMART Financial Goals.

Plans are customized for our clients using Specific, Measurable, Achievable, Realistic, and Timely goals. We cover the following areas:
Employee Benefits – creating your financial safety net
Retirement Planning
College Education Planning
Social Security Income Planning
Corporate Benefits (Qualified and Non Qualified)
Estate/Legacy Planning

Money Management

You work hard for your money and we work hard to make your money work for you.
Individual IRAs, Trusts, Investment Accounts
Corporate Benefits – 401(k)s, Profit Sharing, Qualified and Nonqualified Plans
Annuities/Insurance Evaluations (through affiliates)
Investment Reviews, Recommendations, and Implementation


We provide education for your worksite or professional organization. Here are some of the topics and programs presented
Money Matters At Every Stage
Martinis, Manicures and Money
Women and Money: Seven Savvy Secrets to Financial Success
Economic Updates
Social Security Optimization

Explore your financial happiness... We can get you there!