Disclosures

Home
The Team
Personal Services
Business Services
Insights
Client Log In

Team ADV Part B

Carolyn Rowland ADV Part B
Kim Gaxiola ADV Part B
Victor Gaxiola ADV Part B

Disclosure Links

CIRA ADV PART II A
Regulation BI Disclosure
WealthPort Wrap Brochure
Form CRS for CIR
Form CRS for CIRA
Form CRS Supplement
Privacy Policy Statement

Contact

Office: (669) 258-7362

Toll-Free: 1 (800) 584-3652

Fax: (847) 223-9157

18181 Butterfield Boulevard

Suite 170

Morgan Hill, CA 95037

Series 7, 65, 66, Health & Life Insurance Licenses

hello@resilientplanning.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

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 Advisor. Resilient Wealth Planning and Cambridge are not affiliated.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, KY, MI, MO, NM, NV, OR, SC, SD, TX, WA and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not offer tax or legal advice.

Form ADV2A I ADV2B

Cambridge's Form CRS (Client Relationship Summary)

2025 Tax Client Agreement