Kim Gaxiola, Cfp®
AeroLeads people directory · profile

Kim Gaxiola, Cfp® Email & Phone Number

Partner, CFP(r), Investment Advisor at Resilient Wealth Planning
Location: San Jose, California, United States 6 work roles 2 schools
1 work email found @techgirlfinancial.com 2 phones found area 800 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email k****@techgirlfinancial.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Partner, CFP(r), Investment Advisor
Location
San Jose, California, United States
Company size

Who is Kim Gaxiola, Cfp®? Overview

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Quick answer

Kim Gaxiola, Cfp® is listed as Partner, CFP(r), Investment Advisor at Resilient Wealth Planning, a with 3 employees, based in San Jose, California, United States. AeroLeads shows a work email signal at techgirlfinancial.com, phone signal with area code 800, and a matched LinkedIn profile for Kim Gaxiola, Cfp®.

Kim Gaxiola, Cfp® previously worked as Reg. Principal/CERTIFIED FINANCIAL PLANNER™ at Techgirl Financial™ and Financial Advisor at Wells Fargo Advisors, Llc. Kim Gaxiola, Cfp® holds B/A, Economics from Ucla.

Company email context

Email format at Resilient Wealth Planning

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{first}@techgirlfinancial.com
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AeroLeads found 1 current-domain work email signal for Kim Gaxiola, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Kim Gaxiola, Cfp®

YOUR TIME is precious.You work hard and make sacrifices often for your family.It's your turn to receive the care you deserve for your family finances. Go on caring for the ones you love, living a life you love.My job is to take over the rest. Together we collaborate to come up with a work optional lifestyle, you’d be far more comfortable living.I’m a big fan of women in tech and have chosen to dedicate my practice to supporting women in their careers by offering advice on many corporate benefits such as restricted stock, ESOP plans, 401(k)s and other individual assets and liabilities you accumulate through life. Decoding the economy, investments, and personal finances, I love to educate and welcome speaking engagements with your organizations, workplace, or group of favorite friends. Over the years serving multiple clients, I’ve had the opportunity to see what your career challenges are; I’ve witnessed success stories climbing the corporate latter or startup jungle gym. This is the value of working with an advisor who works for you, #womenintech.I have over 15 years of experience as a financial advisor, 20 years in the financial services industry, and a bachelor’s degree in economics from the University of California, Los Angeles (UCLA). In 2008 I received the CERTIFIED FINANCIAL PLANNER(tm) certification from the College for Financial Planning. Kim Gaxiola, Registered representative, securities offered through Cambridge Investment Research, Inc., Broker-dealer, member FINRA/SIPC. Investment advisor representative, Cambridge Investment Research Advisors, a registered investment advisor. TechGirl Financial is not affiliated with Cambridge.Learn more about me and my team at: http://www.techgirlfinancial.comTechGirl Financial | 111 North Market Street, Suite 300 | San Jose, CA 95113

Current workplace

Kim Gaxiola, Cfp®'s current company

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Resilient Wealth Planning
Resilient Wealth Planning
Partner, CFP(r), Investment Advisor
Los Gatos, CA, US
Employees
3
AeroLeads page
6 roles · 31 years

Kim Gaxiola, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Ubs

Miami, Fl

Sep 1998 - Mar 2001

401(K) Implementation Specialist

Adp
1996 - 1998 ~2 yrs
2 education records

Kim Gaxiola, Cfp® education

B/A, Economics

Activities and Societies: Chi Omega Sorority

Education record

Live Oak High School
FAQ

Frequently asked questions about Kim Gaxiola, Cfp®

Quick answers generated from the profile data available on this page.

What company does Kim Gaxiola, Cfp® work for?

Kim Gaxiola, Cfp® works for Resilient Wealth Planning.

What is Kim Gaxiola, Cfp®'s role at Resilient Wealth Planning?

Kim Gaxiola, Cfp® is listed as Partner, CFP(r), Investment Advisor at Resilient Wealth Planning.

What is Kim Gaxiola, Cfp®'s email address?

AeroLeads has found 1 work email signal at @techgirlfinancial.com for Kim Gaxiola, Cfp® at Resilient Wealth Planning.

What is Kim Gaxiola, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 800 for Kim Gaxiola, Cfp® at Resilient Wealth Planning.

Where is Kim Gaxiola, Cfp® based?

Kim Gaxiola, Cfp® is based in San Jose, California, United States while working with Resilient Wealth Planning.

What companies has Kim Gaxiola, Cfp® worked for?

Kim Gaxiola, Cfp® has worked for Resilient Wealth Planning, Techgirl Financial™, Wells Fargo Advisors, Llc, Ubs, and Adp.

How can I contact Kim Gaxiola, Cfp®?

You can use AeroLeads to view verified contact signals for Kim Gaxiola, Cfp® at Resilient Wealth Planning, including work email, phone, and LinkedIn data when available.

What schools did Kim Gaxiola, Cfp® attend?

Kim Gaxiola, Cfp® holds B/A, Economics from Ucla.

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