Many of the characteristics that make people in tech strong candidates for financial independence are the same traits necessary to succeed in tech, including: confidence, decisiveness, and an ability to delegate.
There just isn’t enough time in the day! Work is consuming and by the time you make it home, the last thing you want to think about are your investments.
Are you confident, decisive and comfortable delegating? If so, call TechGirl Financial.
TechGirl Financial works with new clients that have some of the characteristics below:
• Average asset size range from $250,000 to $5,000,000. Account Minimum is flexible if you’re disciplined to save monthly.
• Willing and able to make informed decisions with money
• Understand what it means to work hard and value what you earn
• Want to simplify and enjoy your life by having competent, trustworthy professionals help them with their financial affairs
• Respect our team
• Value our opinion, experience and insight
• Enjoy the simplicity of having all of their assets managed in one place
• Value the merits of a patient, long-term wealth-accumulation strategy
• Consult us before making a major financial decision or upon a major life change
Kim Gaxiola may be reached at (800) 584.3652 or kim@techgirlfinancial.com or www.techgirlfinancial.com.
Registered representative, securities offered through Cambridge Investment Research, Inc., broker-dealer, member FINRA/SIPC. Investment advisor representative, Cambridge Investment Research Advisors, Inc., a registered investment advisor. Cambridge and TechGirl Financial are not affiliated.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 155 E. Main Avenue,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- techgirlfinancial.com
- Keywords
- Investment Strategies, Retirement Planning, Concentrated Equity Positions, financial planning, financial services, wealth management, investements, technology, estate planning, Individual Retirement Plans, 401k, cash flow analysis, rollovers, IRAs, ROTH IRA, Stocks, Bonds, Alternative Investments, College Education Planning, 529 plans.
- HQ
- Morgan Hill, CA
Techgirl Financial™ Questions
Techgirl Financial™'s website is techgirlfinancial.com
Techgirl Financial™'s LinkedIn profile is https://www.linkedin.com/company/techgirlfinancial
Techgirl Financial™ has
3 employees.
View email and phone details for 3
employees at Techgirl Financial™.
Techgirl Financial™'s industry is
Financial Services
Techgirl Financial™'s top competitors are
Palo Alto Therapy,
Parallel Advisors, Llc,
Resilient Wealth Planning,
Babylon Wealth Management,
Techcon Construction Corp,
Lilani Wealth Management.
Techgirl Financial™'s categories are Financial Services
Techgirl Financial™'s founding year is 2004
