• Steer Your Growth

    Kick off your investment journey today

  • Meet Guided Wealth Portfolios, or GWP for short. It’s a digital investing solution that allows you to invest with a low starting minimum* and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor who is there when you need guidance. GWP is a convenient way to set aside money for special members of your family or for important life-events in the future.**

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    How It Works

    1.

    Invest Easily – 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

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    Plus, get a Holiday Gift, on Us!

    Meet with Nora to learn about GWP and, as a “thank you,” receive an Amazon Gift Card.^

    Nora Yeh
    • Schedule and meet for a no-obligation consultation and receive a $100 gift card.

    Nora is available for video or in-person meetings, following CDC guidelines. Please note, this is a limited time offer ending on January 31, 2023.

    More About GWP

    Discover the low-cost, automated digital investing solution that lets you enjoy the freedom to make your own decisions backed by professional advice whenever you need it.

    • Low starting minimum of $5,000*
    • 0.50% annual maintenance fee
    • Automated investing technology with 24/7 online access
    • Daily monitoring, automatic rebalancing, and potential tax savings
    • Easy online setup in about 15 minutes

    Let’s get to know you! Tell us what your investment goals are and receive a personalized proposal. Then, make your appointment with Nora Yeh.

    Tech CU’s privacy and security policies do not apply to the site you are about to visit. You should review the other site’s privacy and security policies.

    Tech CU is not responsible for, and does not provide, the products, services, and content on the third-party site.

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

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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.
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