Tech Wealth ManagementSenior Financial Advisor, Tech Wealth Management*Phone: 408-487-7596Email
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 PrimeVest Financial Services, Inc. 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
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