The Californer - TechGirl Financial Expands Team and Merges with Resilient Wealth Planning

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MORGAN HILL, Calif. - Californer -- TechGirl Financial is excited to announce a major transformation. Starting today, TechGirl Financial will merge with Resilient Wealth Planning. This merger is accompanied by the expansion of the team to include a new partner, Carolyn Rowland, along with team members Lucas Sorich and Kaitlin Knepper. This strategic move is designed to enhance client services, bringing additional expertise, broader coverage, and ensuring the longevity of the practice to better support our clients and their families.

Kim Gaxiola, co-founder of TechGirl Financial, stated, "We are excited about this merger and our team remains dedicated to serving our clients and believes this partnership will strengthen our ability to continue to meet our clients' financial needs now and in the future."

As Resilient Wealth Planning, the team will offer a broader range of services, including tax and estate planning, deepening their commitment to client financial well-being. Carolyn and her team bring a wealth of knowledge and experience, perfectly aligning with the values and mission of TechGirl Financial to ensure client success.

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Carolyn Rowland added, "This merger expands the experience and expertise of our team, allowing us to provide even more comprehensive and tailored financial solutions to our clients."

Transition Timeline:

Phase 1: Marketing and Client Experience (January/February 2025)

Integration of marketing efforts, consolidation of Resilient Wealth Planning website and social media platforms, and enhancement of client experience.
Adoption of the existing Resilient Wealth Planning website and social media platforms on Facebook, Instagram, and LinkedIn for future updates.
Launch of a new podcast in 2025 on Apple Podcast and Spotify.

Phase 2: Additional Services (March/April 2025 and beyond)

Introduction of tax and estate planning services, available a-la-carte or in a consolidated bundle.

Phase 3: Integrated Team Events (Ongoing)

Hosting integrated team events to foster a stronger community and provide direct access to our expanded team.

We look forward to this new chapter and the enhanced services we will be able to provide.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. TechGirl Financial and Resilient Wealth Planning are not affiliated with Cambridge. Cambridge does not offer tax or legal advice.

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For media inquiries, please contact: Victor Gaxiola at Resilient Wealth Planning Email: victor@reslientplanning.com Phone: 800.584.3652