Contact Wealth Management Division - Tech CU
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  • Contact Us — Wealth Management

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

    Tech CU Wealth Management Division — Leadership


    Rebecca M. Nelson

    Bea Carrillo


    Private Banking Managers


    Cheston Cheng

    Wendy Miner

    Robert Tran


    Tech Wealth Management Financial Advisors


    Fred Abajelo

    Trevor Johnson

    Debbie Krumwiede

    Lawrence Rocha


    Main Contact Information


    2010 N. First Street, Suite 500

    San Jose, CA 95131

    Map and Directions

    Phone: 800.851.8549  

    Contact Form

    Make an appointment.

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Give Us a Call

We look forward to chatting with you.

(800) 553-0880

View Our Contact Info
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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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All you need to do is send us an email about what you're interested in and we’ll answer your questions.
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