Tech Wealth ManagementFinancial Advisor, Tech Wealth Management*Phone: 408-487-7550Email
Trevor Johnson is a Financial Advisor, Tech Wealth 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 achieve these goals. He also encourages clients stay the course and steer away from investment “fads.”
Trevor is registered through PrimeVest Financial Services, Inc., in the states of Arizona, California, Colorado, Georgia, Hawaii, Idaho, Nevada, Oregon, South Dakota, Texas and Washington.
He holds a Bachelor’s degree in Economics from UCLA. He has also held the Registered Financial Consultant (RFC) designation since 2003 — a professional designation in financial planning that requires a minimum of 40 hours per year of continuing education in the field of personal finance and professional practice management. The designation is awarded to designees who have mirrored the curriculum of the Certified Financial Planner (CFP) curriculum in the following areas: The Financial Planning Process, Insurance, Investments, Taxation, Retirement & Employee Benefits and Estate Planning.
*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: ● Not FDIC/NCUSIF insured ● May lose value
● Not financial institution guaranteed ● Not a deposit ● Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
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