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Kim Gaxiola

San Jose, CA
Certified Financial Planner & Founder TechGirl Financial

Starting at: $1200/yr

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Founder, speaker, and advisor, Kim’s mission is to provide objective and timely financial advice and guidance, with the highest level of professional service. Serving primarily women in the tech industry and their families, Kim helps tech employees organize and maximize their money matters focusing on restricted stock units, 401k rollovers, IRAs, trust assets and insurance needs. Kim has over 14 years of experience as a financial advisor, and 16 years in the financial services industry.

Education/Certifications: CFP® Certified Financial Planner

Types Of Clients: Primarily women and families in the technology industry

Favorite Part About My Job: Hanging out with my clients. Great client relationships make work seem like spending time with friends and family.

Steadfast Do's and Don'ts: Be Transparent, Simplify, Empower. Don’t complicate, Don’t use financial jargon, Don’t recommend anything a client can’t understand.

Most important qualities of a good leader: Being Proactive, Having Transparency, and always explaining The Why for moving forward.

My Advice for women starting their careers: Be aware of the gender differences and assess your strengths and weaknesses. This will help you do your part in managing the gender gap personally. Get male and female mentors.

Advice I wish I'd had (or had followed): Lean In. Before I had a family, I was leaning back considering how my career would work out when I had a family.

Quote I live By: What would you do, if you knew you couldn’t fail?

  • Expertise:

    Money & Finances,

  • Sessions Offered:

    Video Chat,

    Phone Call,

    Local Session,

    Video Call,

    Group Call,

    Local Group Session,

  • Additional Services:

    Speaking Engagements & Employee Financial Education Workshops

  • Industry:

    Not Industry Specific,


Kim Gaxiola's Latest Posts



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