Cheston Cheng Email & Phone Number

As a Tech CU Private Banking manager, my primary goal is to work cooperatively with my members, taking a hand-in-hand approach to review their needs, discuss their goals, and to guide them on their financial journey.My members include high-tech professionals and managers, retirees, business owners, and families. They all value my ability to focus on the issue at hand, as well as the open manner in which I communicate. They also appreciate my inquisitive and honourable nature.To better serve my members, I graduated from Cannon School's Wealth Management for Private Bankers (2007). In addition, I received their Certified Weatlh Strategist (CWS) designation in 2017, in my quest of holistically addressing the financial lives of my members.When not working with my members, I enjoy spending time with my family (ofttimes at the local library!), discussing high-performance and modifying cars, and discovering and sampling all types of cuisine.To learn more about how I can make your banking life more simple and convenient, please contact me at:Phone: 408-437-3753Email: ccheng@techcu.com CA Insurance Lic. # 0H31588Cheston Cheng is a registered representative with, and securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. For hyperlinks to FINRA or SIPC, please refer to contact info section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accurateness or completeness.Here is the list of states in which I am/we are registered to do business: CA

Listed skills include Private Banking, Customer Service, Banking, Consumer Lending, and 24 others.

• 

  University Of California, Santa Barbara

  Law And Society