Kimberly Gaxiola is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at Cambridge Investment Research Advisors. She has been with Cambridge since 2010. Outside of advisory work, she is involved as a board member of Informed Choices and owns a consulting business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management strategies and custody platforms tailored to client objectives.

Victor Gaxiola is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 licenses and possessing 13 years of industry experience. He has worked at Cambridge since 2019 and has prior experience with firms including Lirio LLC and Hearsay Systems. Outside of his advisory role, he serves as a director managing curriculum for students at Leadership Morgan Hill and acts as a council member providing consulting and coaching for Gerson Lehrman Group, Inc. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent advisors, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.