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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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*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.