First Tech Equips Tech Professionals to Master Finances and Realize Financial Independence

Posted by Alyse Knudsen on January 24, 2025

First Tech Federal Credit Union recently announced the launch of its new Envision Future Finance™ program starting in the heart of Seattle’s tech community, with expansion into other U.S. tech-centric areas. Like innovation, the economy and market forces never stand still. To help address managing market volatility, concerns about the economy’s impact on investment portfolios, and understanding the complexities of tech compensation benefits, First Tech’s program delivers Financial Wellness Consultations designed to help tech professionals aspire to master their finances and realize financial independence. Through personalized support, resources, and education, tech professionals can diversify their financial strategies, better leverage their compensation packages – such as stock options, restricted stock options, and bonuses – and prepare for future economic shifts.

Serving over 700,000 members and partnering with more than 900 companies, including Microsoft, Amazon, Google, and Intel, First Tech is committed to supporting those who shape our collective future through technology. A recent survey by First Tech revealed that nearly half of tech community members want more financial resources to achieve their goals.

“The ‘Envision Future Finance’ program helps tech professional improve their financial acumen,” said Brandon Hunt, Chief Marketing Officer at First Tech. “We know that managing finances can feel overwhelming, and tech professionals want a roadmap to do better. Our program offers a personalized guide through the unique financial challenges of a tech career – whether it’s managing stock options, understanding restricted stock units, allocating long-term incentive plans, decoding employee stock purchase plans, navigating job transitions, or adapting to a bonus windfall. We’re dedicated to helping our members master the intricacies of financial success in the tech industry.”

Establishing a Local Presence Across Multiple Advertising Channels

First Tech has launched an integrated cross-channel marketing program across the Seattle metro area reaching the heart of the tech community which will later expand into other U.S. tech-centric areas. The campaign includes on-campus tech company events, digital advertising, promotion inside First Tech experience centers, and extensive sharing via social media. Like its members who strive to be first-to-market innovators, First Tech has partnered with Intersection to be the first company to advertise at the new Bellevue Downtown Station with a full takeover of creative assets on display throughout February. The company also recently announced its return to the Bellevue area with the opening of a new branch location. This comprehensive approach leverages the preferred engagement channels of people in tech making it easy for them to take advantage of resources to improve their financial knowledge.

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