Trevor Johnson, Financial Advisor at Tech Financial Management*Phone: 408-487-7550, Contact Form
Trevor Johnson is a Financial Advisor at Tech Financial Management with nearly 20 years of experience in the industry. Prior to joining Tech CU in 2001, he worked at Smith Barney and UBS Paine Webber.
Trevor prides himself on helping clients define their financial goals — creating rational investment strategies to help them achieve these goals. He also encourages clients stay the course and steer away from investment “fads.”
Trevor is registered through LPL Financial in the states of Arizona, California, Colorado, Georgia, Hawaii, Idaho, Nevada, Oregon, South Dakota, Texas and Washington.
Trevor has since received the professional designation CRPC® (Chartered Retirement Planning Counselor) — providing him the expertise to evaluate clients’ financial status and design the optimal retirement plan.
He holds a Bachelor’s degree in Economics from UCLA. He has also held the Registered Financial Consultant (RFC) designation since 2003 — a professional designation in financial planning that requires a minimum of 40 hours per year of continuing education in the field of personal finance and professional practice management. The designation is awarded to designees who have mirrored the curriculum of the Certified Financial Planner (CFP) curriculum in the following areas: The Financial Planning Process, Insurance, Investments, Taxation, Retirement & Employee Benefits and Estate Planning.
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*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Financial Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Financial Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Financial Management. The Tech Financial Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.
Securities and insurance offered through LPL or its affiliates are: