Financial Advisors
Carolyn Rowland, CFP®, EA
Partner | Financial Advisor
Carolyn is passionate about serving others and helping them live their most meaningful life through the use of financial planning.
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.
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.
Lucas Sorich
Financial Services Associate
As a Financial Services Associate, Lucas will be assisting our financial professionals and interacting with clients.