Contact Wealth Management Division - Tech CU
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  • Contact Fred Abajelo

    Fred Abajelo

    Fred Abajelo, Senior Financial Advisor, Tech Wealth Management*
    Phone: 408-487-7596, Contact Form

    Fred Abajelo is a Senior Financial Advisor, Tech Wealth Management, and has been helping clients with their investments for over 25 years. Fred holds the professional designation CRPC®, Chartered Retirement Planning Counselor — providing him the expertise to evaluate clients’ financial status and design the optimal retirement plan.

    Prior to joining Tech CU in 2001, Fred worked as a personal financial planner for American Express. He also spent time first as an investment advisor, and then as a district manager within Bank of America’s Investment Services division. His approach to financial consulting begins with a sharp focus on his clients’ needs and goals — creating in the process a rational financial/investment plan to achieve these goals. When advising clients, careful consideration is given to tax advantaged investing through the use of tax-free** and tax-deferred accounts.

    Fred is registered through Cetera Investment Services LLC in the states of Arizona, California, Massachusetts, Oregon, South Carolina, Texas and Wisconsin.

    Fred holds an honors degree in Finance from DePaul University in Chicago and has been the recipient of several Circle of Excellence awards.

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