Senior Vice PresidentWealth Management Division, Tech CU Phone: 408-437-3761Email
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®.
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.
*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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