Trevor Johnson

I have devoted significant time to learning the financial needs of the technological community. Additionally, over the years I have proven to excel in the area of assisting people with defining financial goals and creating rational investment strategies to help them attain those goals. Most importantly, I have learned to help my clients stay the course and to educate them on how to steer away from investment fads. Specifically, I practice a four-step process when working with members:

1. Consultation: A detailed examination of financial resources, holdings, risk tolerance, and investment objectives.
2. Proposal/Recommendations: Strategically devise a portfolio based upon the client’s asset allocation. Specific recommendations are made to help members reach their stated goals.
3. Implementation: Make the necessary investment changes to help accomplish the member’s stated objectives
4. Performance Analysis: Regularly analyze, evaluate, and monitor the member’s overall portfolio performance.

Working for the best interest of our members is my top priority. I pledge to invest their resources as carefully as I do my own. In short, I invite you to call on me for help in assessing your current financial circumstances. Please feel free to call my office at any time.

Trevor Johnson is registered through CUSO Financial Services, L.P. (CFS), our broker dealer, in the states of California, Nevada and South Dakota.

Investments offered through CUSO Financial Services, L.P. (CFS) are not NCUA/NCUSIF insured, not Credit Union guaranteed, and may lose value. Financial Advisors are employees of Tech CU and registered through CFS. Technology Credit Union is in partnership with CFS (Member FINRA/SIPC).