Tech Wealth ManagementSenior Financial Advisor, Cetera Investment Services LLC*Phone: 408-487-7596Email
Fred Abajelo is a Senior Financial Advisor, Cetera Investment Services LLC, 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.
*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.
For specific tax advice, please contact a qualified tax professional. Neither Cetera Investment Services nor any of its representatives may give tax advice.
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