Trevor Johnson, Financial Advisor at Tech Investment Management*
Phone: 408-487-7550, Contact Form
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.
Make an Appointment