NOTICE: Due to construction, our Cupertino Branch will close at noon today. We will reopen Wednesday, April 26 during normal business hours. To find another branch click here.

  •  
  • Contact Bea Carrillo

    Bea Carrillo

    Bea Carrillo, Vice President, Wealth Management Division, Tech CU
    Phone: 408-487-7575, Contact Form

    Bea Carrillo brings more than 30 years of experience in the banking industry to her current role as Vice President, Program Manager within Tech CU’s Wealth Management Division. Currently, her responsibilities include overseeing the division’s operations and administration, in addition to managing the Private Banking group. Previously, she held a variety of operational roles within the credit union, including the development of insurance products and the launch of Tech CU’s auto buying service. She is a strong project manager and has been instrumental in guiding multiple broker-dealer conversions.

    Bea is registered through Cetera Investment Services LLC in the state of California. She holds FINRA licenses 7 and 63, along with her Life Agent and Property and Casualty licenses and is designated as a Certified Wealth Strategist®.  

    She received her B.A. in Business Management from the University of Phoenix.

    Make an Appointment
    FINRA Broker Check >  

Icon/img/@alt

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

View Our Contact Info
Icon/img/@alt

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
Icon/img/@alt

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

[+] Feedback