Tech CU financial advisor, Debbie Krumwiede, earns special designation of Certified Retirement Counselor
Becomes 1 of 3 People in the City of San Jose and 1 of 119 people in the State of California to receive this designation
SAN JOSE, CA (February 26, 2019) — Tech CU (Technology Credit Union) announced today that Debbie Krumwiede, a senior financial advisor at Tech CU, became one of three people in the city of San Jose to earn the special designation of Certified Retirement Counselor. She is also one of only 119 people in the State of California to receive the designation.
Designed to enhance a professional’s understanding of retirement planning concepts and principles, the Certified Retirement Counselor (CRC) certification enables financial professionals to address the challenges facing today’s retirees. Unlike other retirement credentials that typically cover only accumulation planning OR distribution planning, the CRC certification covers both. The CRC certification is accredited by the National Commission for Certifying Agencies (NCCA). The Independent third-party accreditation signifies that those named a Certified Retirement Counselor are an elite group of qualified retirement professionals.
“At Tech CU, our goal is to deliver an excellent member experience while empowering our members to succeed financially. Debbie’s certification is a huge accomplishment and one that we know will help members who are looking for retirement planning services get the best advice they need,” said Robert Reed, Executive Vice President and Chief Retail Banking Officer at Tech CU.
A financial advisor for more than 25 years, Debbie is a retirement specialist who works to create comprehensive plans that incorporate a client’s goals and objectives. She also prides herself on building strong client relationships through needs analysis and implementation of investment strategies.
Debbie is registered through Cetera Investment Services, LLC in the state of California. She is an Accredited Investment Fiduciary and holds the following FINRA Registrations through Cetera Investment Services, LLC: Series 7 General Securities, Series 63 Uniform Securities Agent State Law, Series 65 Uniform Investment Advisor Law.
To learn more about Debbie, please visit: https://www.techcu.com/Wealth-Management/Contact-Us/Debbie-Krumwiede/. To learn more about the CRC certification, please visit: https://infre.org/.
About Tech Credit Union (CA)
Tech CU (Technology Credit Union) has assets in excess of $3 billion, making it one of the 20 largest credit unions in California. It serves more than 125,000 members living and working throughout the counties of Santa Clara, San Mateo, Alameda, Contra Costa, Santa Cruz, San Francisco, Sacramento, San Joaquin, Solano, Marin, Napa, Sonora, Los Angeles, Orange and San Diego. As a federally insured not-for-profit organization, Tech CU invests its resources to deliver lower rates, outstanding service and member benefits. Founded in 1960 by the innovative employees of Fairchild Semiconductor, today Tech CU continues to leverage technology to provide convenient and easy-to-use financial products for all stages of their members’ lives, including personal banking, wealth management, private banking, commercial lending and business banking. In 2019, Tech CU was named the best-performing credit union in CA, and third best-performing credit union in the U.S. for the second year in a row, among the 552 credit unions with assets over $500 million evaluated by S&P Global Market Intelligence. To learn more, please visit: www.techcu.com.