Tech Wealth Management Grows Asset Management Business With Addition of Investment Advisory Specialist Ryan Mitchell
San Jose, Calif. (November 6, 2013) —Tech Wealth Management, the financial planning and wealth management program at Technology Credit Union (Tech CU), has hired Ryan Mitchell, a financial advisor with extensive industry experience in fee-based investment advisory services and portfolio management. Prior to joining Tech Wealth Management, Mitchell helped launch the first fee-based financial advisory programs at E*Trade.
Tech Wealth Management has been steadily building its advisory team to accommodate significant investment services growth. Financial advisors offer a range of brokerage and investment management solutions through Cetera Investment Services, LLC, part of the Cetera Financial Group, which is one of the nation’s largest privately held broker-dealer and registered investment advisor families.
“We’re very excited Ryan has joined our team with his broad investment background and expertise,” said Tech Wealth Management SVP and Registered Representative Rebecca Matteson Nelson. “He’s charged with growing our fee-based investment advisory platform, which gives our clients yet another option for ongoing money management — helping us to further develop those important long-term relationships.”
With the fee-based investment advisory service, both member and non-member clients can work with a Tech Wealth Management Financial Advisor to manage their investments for a quarterly fee based on a percentage of assets under management. Those who have a portion of their investable assets held at another financial institution can also benefit from Tech Wealth Management’s advanced financial planning and advisory services.
“It’s about choice and convenience. Not everyone wants to plan for the future in the same way, or perhaps some clients have assets held at a few different financial institutions. We accommodate each person’s unique circumstances,” said Mitchell. “I think our clients appreciate the fact that they can choose to plan and execute on their investment strategy in whatever way works best for them.”
In addition to receiving guidance on investment planning, Tech CU members can also consult an advisor on everything from individual retirement planning to saving for a child’s education to preserving and transferring wealth. Tech Wealth Management also provides a comprehensive set of solutions for growing a business, preserving assets with insurance services, rolling over a 401(k), and more.
“Investment services are one piece in the larger picture of a person’s overall financial needs,” said Matteson Nelson. “We create an integrated set of flexible and holistic solutions to ensure our advisors are addressing each client’s unique situation.”
Tech Wealth Management has been providing financial services to the employees and families of Silicon Valley tech companies, individuals, non-profit organizations and businesses for more than 20 years. For more information, go to Tech Wealth Management at www.techcu.com/wm.
*Securities, insurance products and advisory services are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is not affiliated with the financial institution where investment services are offered.
About Technology Credit Union
Founded in 1960 by the employees of Fairchild Camera and Instrument Semiconductor Division, Tech CU has served the high tech workforce in Silicon Valley for more than 50 years. Today, Tech CU is one of largest credit unions in the country with 70,000 individual, non-profit and business members and more than $1.7 billion in assets. The financial institution is recognized as one of the best managed and strongest in the country. Tech CU’s members have access to 65,000+ surcharge-free ATMs nationwide, online and mobile banking, 10 full-service branches throughout the Bay Area, and comprehensive mortgage, wealth management and commercial banking services.
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