NOTICE: Our branches and call center will be closed July 3 – 4 for Independence Day. We will resume normal business hours on Monday, July 6. The San Francisco branch remains temporarily closed due to the shelter in place guidelines. Our branch ATMs remain operational, with the exception that we may need to temporarily restrict access to select ATMs due to local conditions. Click here for branch locations and hours.

  • Contact Fred Abajelo

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    Fred Abajelo, Vice President, Financial Advisor, Tech Financial Management*
    Phone: 408-487-7596, Contact Form

    Fred Abajelo is a Vice President, Financial Advisor at Tech Financial 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 experience to evaluate clients’ financial status that seeks to create 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 that seeks to create the optimal retirement goals.

    Fred is registered through LPL Financial 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.

    Check the background of our Financial Advisors on FINRA's BrokerCheck site.
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