• Contact Fred Abajelo


    Fred Abajelo, Vice President, Financial Advisor, Tech Financial Management*
    Phone: 408-487-7596, Contact Form

    Fred Abajelo is a Vice President, Financial Advisor at Tech Financial Management, and has been helping clients with their investments for over 25 years. Fred holds the professional designation CRPC®, Chartered Retirement Planning Counselor — providing him the experience to evaluate clients’ financial status that seeks to create the optimal retirement plan.

    Prior to joining Tech CU in 2001, Fred worked as a personal financial planner for American Express. He also spent time first as an investment advisor, and then as a district manager within Bank of America’s Investment Services division. His approach to financial consulting begins with a sharp focus on his clients’ needs and goals — creating in the process a rational financial/investment plan that seeks to create the optimal retirement goals.

    Fred is registered through LPL Financial in the states of Arizona, California, Massachusetts, Oregon, South Carolina, Texas and Wisconsin.

    Fred holds an honors degree in Finance from DePaul University in Chicago and has been the recipient of several Circle of Excellence awards.

    Check the background of our Financial Advisors on FINRA's BrokerCheck site.
    BrokerCheck logo

    Make an Appointment

Give us a call

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info
Visit Us In Person

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions
More Information

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information