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.
Plans are customized for our clients using Specific, Measurable, Achievable, Realistic, and Timely goals. We cover the following areas:
You work hard for your money and we work hard to make your money work for you.
We provide education for your worksite or professional organization. Here are some of the topics and programs presented:
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San Jose, CA 95113
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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 CA, CO, FL, ID, IL, IN, KY, MI, MT, NC, NH, NJ, NV, OR, SD, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.
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