Investment & Financial Planning services for people in tech & their families. Securities offered through Cambridge Investment Research, member FINRA/SIPC.
Morgan Hill, CA 95037
Joined September 2012
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Starting today, TechGirl Financial will merge with Resilient Wealth Planning. To stay up to date with all upcoming changes, we encourage you to follow Resilient Wealth Planning on Facebook and Instagram and online at resilientplanning.com
Ed Ortega, Co-Founder of the AI consulting firm Machine & Partners, joins us to explore how this groundbreaking technology is reshaping workplaces and revolutionizing our daily interactions with machines and each other.
open.spotify.com/episode/1ds… #ai #artificialintelligence
Whether you're passing assets to loved ones, donating to charitable causes, or supporting institutions that matter to you, having a well-structured plan is crucial for peace of mind. #estateplan #legacy open.spotify.com/episode/0pC…
NEW PODCAST: Markets are Non-Partisan. Election day is fast approaching and we wanted to address some of the main concerns expressed by investors about the impact elections have on financial markets. In short, they don’t, find out why? #election #asktgf
open.spotify.com/episode/5LJ…
Help Them Grow or Watch Them Go - Author, researcher, speaker and an authority on leadership and career development, Julie Winkle Giulioni joins the TechGirl Financial podcast. #career #jobs #growth #management #book #podcast
open.spotify.com/episode/3o5…
What Will You Do, When Your Money Works For You? At TechGirl Financial, this isn’t just a tagline; it’s a call to action. In this podcast we explore how to define your third act of life after retirement and begin anew. #asktgf open.spotify.com/episode/2ee…
Gerry Mihalick, CFA, and Portfolio Manager at Berkshire Asset Management returns to the podcast to update us on the current state of the markets and their Rising Dividend Strategy.
open.spotify.com/episode/2Wt… #stocks #dividends #risingdividend #berkshire #assetmgmt
Join us as we explore the world of Restricted Stock Units (RSUs) and their impact on your financial journey and total compensation. open.spotify.com/episode/0ZQ… #rsu #restrictedstock #tc #compensation #salary #techjobs #survey
Based on our “Seize the Yield: Taking a Fresh Look at Fixed Income” webinar, this podcast explores the quest to find higher yield in fixed income assets. open.spotify.com/episode/1nj… #fixedincome
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The TechGirl FInancial Podcast is back! We kick things off with a conversation about the state of the markets today, what to expect in the year to come, and why in times of uncertainty investors should proceed with caution. #techgirlpodcast #askTGF open.spotify.com/episode/5SQ…
Beach, Sun, Fun and Independence Day! Summer equals good times. We hope your summer is off to a great start! #summer #beach #vacation #timeoff #break #4thofJuly #independenceday
We hope that you will join us on June 19, in reflecting upon how far we have come, how far we have yet to go, and how we can continue to advance the cause of freedom and justice across our communities and around the world.
Of all the things they’ve taught us, the most important is how to be better. 👩🎓🪂🥇
📣 Join us in saying thanks to father figures everywhere.🙌
#happyfathersday #fathersday
Today we remember and honor all who have served and made the ultimate sacrifice to ensure our freedoms. #MemorialDay24
Our State of the Markets 2024 presentation replay with @victorgaxiola is now available on the @techgirlfinancl website. Check it out! techgirlfinancial.com/webina… #finserv #financialservices #wealthmgmt #financialmarkets
Wishing you and your family all the best in the New Year! Raising our glass to bring in 2024! #HNY2024 #HappyNewYear2024 – at Reno, NV
