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Maximize Your Benefits

With advice and planning designed for every option
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First Tech has been working with Intel for years

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

For more than 25 years First Tech has served as a trusted financial partner to Intel employees. Our team includes the Financial Advisors at Addison Avenue Investment Services, First Tech’s investment division. These advisors have worked with many 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

Understanding Retirement Packages

The advisors at Addison Avenue Investment Services have helped countless software engineers and other tech-focused employees throughout the years. We 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. We’ll be here to answer questions for every phase of your life, including:

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

 

Managing Your Financial Future

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

  • Restricted Stock Units
  • SERPLUS
  • Employee Stock Purchase Program
  • Charitable Giving and Fundraising
Image - Understanding Retirement Packages

Visit Us, We’re Easy to Find

Our Financial Advisors are located nearby a host of HP 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

Chad Southworth headshot

Chad Southworth

Financial Advisor, RJFS

503.350.4524

chad_southworth@addisonavenue.com

Brett Palmquist headshot Brett Palmquist, AWMA®

Financial Advisor, RJFS

503.469.7718

brett_palmquist@addisonavenue.com

Klmberlee Bouska headshot Kimberlee Bouska, CFP®, CRPC®

Financial Advisor, RJFS

503.469.7692

kimberlee_bouska@addisonavenue.com

Kasha McLemore headshot Kasha McLemore, CRPC®

Financial Advisor, RJFS

503.350.4511

kasha_mclemore@addisonavenue.com

Richard Lee image Richard Lee

Financial Advisor, RJFS

503.469.5887

Richard_Lee@addisonavenue.com

Oregon Locations

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

 

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

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.

Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.