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  • Contact Trevor Johnson

    Trevor Johnson

    Trevor Johnson, Senior Financial Advisor, Tech Wealth Management*
    Phone: 408-487-7550, Contact Form

    Trevor Johnson is a Financial Advisor, Tech Wealth Management with nearly 20 years of experience in the industry. Prior to joining Tech CU in 2001, he worked at Smith Barney and UBS Paine Webber.

    Trevor prides himself on helping clients define their financial goals — creating rational investment strategies to help them achieve these goals. He also encourages clients stay the course and steer away from investment “fads.”

    Trevor is registered through Cetera Investment Services LLC in the states of Arizona, California, Colorado, Georgia, Hawaii, Idaho, Nevada, Oregon, South Dakota, Texas and Washington. Trevor has since received the professional designation CRPC® (Chartered Retirement Planning Counselor) — providing him the expertise to evaluate clients’ financial status and design the optimal retirement plan.

    He holds a Bachelor’s degree in Economics from UCLA. He has also held the Registered Financial Consultant (RFC) designation since 2003 — a professional designation in financial planning that requires a minimum of 40 hours per year of continuing education in the field of personal finance and professional practice management. The designation is awarded to designees who have mirrored the curriculum of the Certified Financial Planner (CFP) curriculum in the following areas: The Financial Planning Process, Insurance, Investments, Taxation, Retirement & Employee Benefits and Estate Planning.

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