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First Tech Routing #321180379

Integrate your benefits with
your total financial plan

Financial advice and planning designed for you
Woman sitting on a couch opening a box.

First Tech has helped many Amazon employees and contractors

Let First Tech help you figure out how you can save for your future.

First Tech has served as a trusted financial partner to all levels of Amazon employees and contractors. Our team includes the Financial Advisors at Addison Avenue Investment Services, First Tech's investment division. These advisors have worked with thousands of First Tech members to provide customized financial guidance.

When you work with the advisors at Addison Avenue, you’ll have access to all of that knowledge and history, making it easier to make informed decisions about your personal financial future.

Let’s Talk Benefits

Schedule a complimentary, no-obligation consultation, and we’ll connect you with one of our Financial Advisors to discuss maximizing your company benefits.

Learn More

Retirement packages explained

The advisors at Addison Avenue Investment Services have helped countless software engineers, database administrators, creative staff and other tech-focused employees throughout the years. They understand how to help maximize your long-term options from your first day of employment to your early days of retirement, and are experienced at navigating stock awards and the benefits of a deferred compensation plan. They'll be here to answer questions for every phase of your life, including:

  • Contribution Matching
  • After-Tax Roth Conversion
  • Socially Responsible Investing (SRI)


Financial planning for a high-tech workforce

In addition to helping you plan for your future, the Financial Advisors at Addison Avenue Investment Services can assist you with:

  • Restricted stock units
  • Trading window challenges
  • Deferred compensation
  • Employee stock purchase program
  • Managing gains with low cost basis
  • Charitable giving and fundraising
Image - Understanding Retirement Packages

Schedule a consult, we're easy to find

Our Financial Advisors are located nearby Amazon campuses, delivering professional insights, advice, and one-on-one interactions. Schedule an appointment or call one of the advisors below to talk about your financial future.

Meet the Financial Advisors at Addison Avenue

Alex Ward headshot imageAlex Ward headshot image

Alex Ward

Financial Advisor, RJFS

Michael Cooney headshotMichael Cooney headshot

Michael Cooney, CRPC®

Financial Advisor, RJFS

Kathy Wills headshotKathy Wills headshot

Kathy Wills

Investment Management Consultant
Financial Advisor, RJFS

Bryan Kulp HeadshotBryan Kulp Headshot

Bryan J. Kulp

Financial Advisor, RJFS

Kris West headshotKris West headshot

Kris West

Financial Advisor, RJFS


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Registered address: 1011 Sunset Blvd, Suite 210, Rocklin, CA 95765 | 855.744.8585

Financial Advisors of Raymond James Financial Services, Inc. are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by Amazon.

Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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