Meet Us - Tech Investment Management
Financial Advisors**
Great service is a hallmark of our culture. Following a thoughtful discovery process, you choose how you prefer to work with us. We can immediately address a specific need or develop an investment strategy and customized plan. We invite you to contact us.
Fred Abajelo
Fred Abajelo, Vice President, Financial Advisor, Tech Investment Management*
Phone: 408-487-7596, Contact Fred
Fred Abajelo is a Vice President, Financial Advisor at Tech Investment 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.
Trevor Johnson
Trevor Johnson, Financial Advisor at Tech Investment Management*
Phone: 408-487-7550, Contact Trevor
Trevor Johnson is a Financial Advisor at Tech Investment Management with nearly 20 years of experience in the industry. Prior to joining Tech CU in 2001, he worked at Smith Barney and UBS Paine Webber.
Trevor prides himself on helping clients define their financial goals — creating rational investment strategies to help them work toward achieving these goals. He also encourages clients stay the course and steer away from investment “fads.”
Trevor is registered through LPL Financial in the states of Arizona, California, Colorado, Georgia, Hawaii, Idaho, Nevada, Oregon, South Dakota, Texas and Washington. Trevor has since received 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. He holds a Bachelor’s degree in Economics from UCLA.
Debbie Krumwiede
Debbie Krumwiede, Financial Advisor at Tech Investment Management*
Phone: 408-467-6912, Contact Debbie
Debbie Krumwiede is a Financial Advisor at Tech Investment Management. She has been serving members and addressing their investment needs for more than 20 years.
As a Financial Advisor, Debbie works to create a comprehensive plan that incorporates a client’s goals and objectives. She is a retirement specialist — having helped many clients over the years with their 401k rollovers and distribution choices. She also prides herself on building strong client relationships through needs analysis and implementation of investment strategies.
Debbie is registered through LPL Financial in the state of California. She holds a California State Life and Health License as well as the following FINRA Registrations through LPL Financial: Series 7 General Securities, Series 63 Uniform Securities Agent State Law, and Series 65 Uniform Investment Advisor Law.
**Check the background of our Financial Advisors on FINRA's BrokerCheck site.
Main Contact Information
2010 N. First Street, Suite 500
San Jose, CA 95131
Phone: 800.851.8549
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Investment Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Investment Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Investment Management. The Tech Investment Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit LPL's Working with a Financial Professional Associated with a Financial Institution page for more detailed information.
Check the background of our Financial Advisor on FINRA's BrokerCheck site.
