Financial Advisors
Carolyn Rowland, CFP®, EA
Partner | Financial Advisor
Carolyn is a CERTIFIED FINANCIAL PLANNER™ professional and IRS Enrolled Agent who has worked at the intersection of tax and financial planning since 2013 — a combination that lets her optimize strategies most advisors handle separately.
Kim Gaxiola, CFP®
Partner | Financial Advisor
Owner, speaker, and CFP® Practitioner, Kim advises tech professionals, business owners, and their families who aspire to a "Work Optional" lifestyle.
Victor Gaxiola
Partner | Financial Advisor | Insurance Agent
Victor is a financial services and wealth management leader with a passion for digital innovation.
Elijah Crooker
Financial Advisor
A financial advisor grounded in economics who brings an educational approach to every plan, helping clients understand the reasoning behind each decision and move toward a work-optional path with confidence.
Operations
Christinia Sardam, FPQP™
Paraplanner
christinia@resilientplanning.com
As a key member of the Resilient Wealth Planning team, Christinia is often the first point of contact for clients, guiding them through the onboarding process with care and professionalism.
Book an Meeting with our Team
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Book a meeting with our team today.