• 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

    Kamal Pillay

    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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We look forward to chatting with you.

(800) 553-0880

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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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