Contact Wealth Management Division - Tech CU
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  • Contact Rebecca M. Nelson

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    Rebecca Nelson, Senior Vice President, Wealth Management Division, Tech CU
    Phone: 408-437-3761, Contact Form

    With over 30 years of experience in the financial services industry, Rebecca Nelson is a Senior Vice President, overseeing Tech CU’s Wealth Management division. In this role, Rebecca leads an experienced team of wealth management professionals who provide a full range of financial solutions to Tech CU members and their families, member companies and privately held businesses and non-profits. She and her team place the client at the center of the relationship — providing an exceptional level of personalized attention.

    Her extensive experience includes executive team, senior management and division leadership roles in the areas of administration and sales within trust and investment companies, in addition to broad expertise working in banks and credit unions.

    Rebecca is deeply involved in the community, serving many Silicon Valley area local non-profits and professional associations in leadership roles. The San Jose Business Journal named her as one of the 100 “Women of Influence,” and she was honored to receive the Athena Leadership Award®.

    She is a UCLA graduate with post-graduate work in executive programs at the Stanford Graduate School of Business. Rebecca holds FINRA licenses for Series 7 and 66, a Life Insurance license and is designated as a Certified Wealth Strategist®.

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