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Expert Voices on Wealth, Tax Optimization, and Digital Innovation


The leadership team at Resilient Wealth Planning brings a combined 60+ years of expertise spanning comprehensive wealth management, advanced tax strategy, and digital innovation. As active industry thought leaders and hosts of the Resilient Investors Podcast, they deliver high-energy, actionable, and engaging presentations designed to educate, enrich, and entertain diverse audiences—from tech professionals to financial industry peers.

Meet our Speakers

Kim Gaxiola, CFP®

Kim Gaxiola, CFP®

With over 25 years of financial services experience, Kim is a sought-after industry leader who specializes in moving high-earning tech professionals and business owners into a "Work Optional" lifestyle.

Speaking Style: Insightful, strategic, and empowering. Kim frequently speaks on panels regarding wealth building, women in technology, and the future of independent advisory firms.

Core Topics:

  • Designing a "Work Optional" Lifestyle: Financial Independence for High Earners
  • Empowering Women in Tech: Navigating Equity Compensation & Wealth Creation
  • The Future of Wealth Management: Leveraging Technology to Deepen Relationships

Past Stages: Financial Services Institute (FSI), Cambridge Investment Research, The Wharton Club of Northern California, Women in Technology International (WITI).

Carolyn Rowland, CFP®, EA

Carolyn Rowland, CFP®, EA

As both a CERTIFIED FINANCIAL PLANNER™ and an IRS Enrolled Agent (EA), Carolyn bridges the gap between proactive wealth building and aggressive tax optimization. She brings a fresh, modern perspective to navigating complex financial landscapes.

Speaking Style: Educational, structured, and practical. Carolyn breaks down dense tax codes and complex planning strategies into digestible, empowering takeaways.

Core Topics:

  • The Power of Two: Integrating Tax Preparation and Forward-Looking Wealth Strategy
  • Tax Optimization Strategies for Business Owners and Real Estate Investors
  • Financial Resiliency: Building Long-Term Security in an Uncertain World

Past Stages:  Cambridge Investment Research


Victor Gaxiola

Victor Gaxiola

Bringing 30+ years of cross-industry experience across finance, marketing, and digital media, Victor is a wealth management leader with a passion for digital innovation. He is an experienced content creator who knows how to keep an audience highly engaged.

Speaking Style: Dynamic, creative, and entertaining. Victor brings a hands-on, high-energy storytelling approach to every stage and microphone.

Core Topics:

  • Digital Disruption in Wealth Management: Embracing Innovation, AI and Social Media

  • The Art of Connection: Interpersonal Communications for Modern Financial Advisors

  • Building a Resilient Brand: Marketing, Content Creation, and Growth Strategies

Past Stages: Frequent presenter at financial industry conferences, training seminars, and executive webinars.

Suggested Panel & Co-Presentation Tracks

Event coordinators can book the team individually or together for dynamic multi-perspective panels:

  • The Tech Wealth Blueprint: Managing concentrated stock options, maximizing equity compensation, and planning for early retirement.

  • The Multi-Disciplinary Firm: How modern advisory practices are successfully merging holistic financial planning with in-house tax preparation.

  • Podcasting & Media for Financial Professionals: Behind the scenes of creating impactful digital content that builds trust.

What Audiences & Hosts Can Expect

  • Tailored Content: Zero boilerplate presentations. Every session is customized to the specific demographics of your audience or listeners.

  • Professional Promotion: We actively promote our appearances to our podcast subscriber base, newsletter readers, and social media channels.

  • Flawless Execution: Seasoned professionals who respect AV requirements, time limits, and the unique flow of live and recorded media.


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