NOTICE: Online Banking, Business Online Banking, Mobile Banking, and Call-24 will be down for maintenance Saturday, April 10th from 10 p.m. to approximately 2 a.m. PDT on Sunday, April 11th. ATMs will continue to work with limited capabilities. We apologize for the inconvenience. Click here for open branch locations and hours.

  • cell phone

    Guided Wealth Portfolios (GWP)

    Simple | Personalized | Automated

    Invest in Your Future!

    Tech Financial Management is pleased to offer Guided Wealth Management, a digital investing solution platform that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor when you need guidance.*

    Get Started Now 

    About GWP

    1. Low starting minimum of $5,000**
    2. It’s flexible: GWP can be set up as a regular account or as an Individual Retirement Account (IRA).
    3. Invest using GWP and have your Traditional or SEP IRA grow tax-deferred, or have your Roth IRA grow tax-free, for your retirement!

    Special Offer for Tech CU Members

    1. Tech CU will credit quarterly fees charged on balances under $10k for the first year.**
    2. Be among the first 25 members to schedule and meet for a free, no obligation consultation with your financial advisor, Nora Yeh, and receive a $100.00 gift certificate*** for award-winning Revel Wine.
    3. To get started, click the “Get Started Now” button, answer a few questions about your goals, and receive a personalized proposal. Then, make your appointment with Nora!
    4. Offer ends April 16, 2021.

    How It Works

    1. Invest Easily – Set up an account for retirement, an important purchase, or general investing. Decide what your financial goal is along with the risk level and timing that works for you. Then GWP invests and manages your money for you.
    2. Portfolio Management – GWP will monitor and adjust your investments as needed, automatically.
    3. Need guidance along the way? – Your Financial Advisor, Nora Yeh, can help:
      EMAIL: nyeh@techcu.com or CALL: (408) 487-7502

    Get Started Now 
    Play Video 

    Powering Your Future Video

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

Give us a call

Give Us a Call

We look forward to chatting with you.

(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

View Our Contact Info
Visit Us In Person

Visit Us in Person

We’re here to serve your needs in person at our San Jose Headquarters. Visit us at 2010 N. First Street, San Jose, CA 95131.
Get Directions
More Information

Want More Info?

Interested in learning more about all we have to offer? Receive personal finance tips along with emails focused on key topics. You can even sign up for our monthly newsletter.
Request More Information