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  • Wealth Management

    We serve as your strategic partner — providing the guidance you need at every stage of your financial life.

    Building wealth means different things to different people — we understand that your situation is unique. We’ll help you identify your financial goals — and provide the guidance and exceptional service you’ll need to achieve them.

  • Investments*

    Investing is at the core of wealth management. Because everyone has unique needs, we offer three ways of working with us. We can manage your portfolio in full, offer professional brokerage advice and recommendations, or provide a trading platform for you to select and manage your own investments. Whatever type or level of service you need, Tech Wealth Management* has a solution.

    Investments Overview »Financial & Retirement Planning »Preserving & Transferring Wealth »401k Rollovers & IRA Transfers »Funding A Child's Education »Stock Option Planning »Charitable Organizations »Stockpile – Purchase Stock Gift Card »
    See Investments* +

    Private Banking

    Personal service and dedication: the hallmarks of a private banking relationship at Tech CU. Your dedicated Private Banking Manager understands your situation, today’s realities and tomorrow’s goals. They’ll be your primary partner — connecting you to our experts in lending, investing, financial planning, and trusts and estates, and working with any of your other current advisors.

    P.B. Line of Credit »Interest Checking Account »Savings & Certificates  »Stock Secured Lending »Jumbo Mortgages »
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    Services

    Our clients are successful, driven, and sophisticated — and many of them appreciate the opportunity to learn more about personal financial management and planning. We offer educational seminars throughout the year on relevant and interesting topics.

    Insurance Services »Financial Education »Events »Market Insights »
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    Talk to Us

    Great service is a hallmark of our culture. Following a thoughtful discovery process, you choose how you prefer to work with us. We can address a specific need and develop an investment strategy and customized plan for you.

    It all starts with a phone call or a meeting. We invite you to contact us.

    Contact Us Today »
    See Talk to Us +

  • *Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: ● Not FDIC/NCUSIF insured ● May lose value ● Not financial institution guaranteed ● Not a deposit ● Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131 

     View Cetera Investment Services privacy policy and other important information. 

    Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

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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.
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