Robert Trejo
Managing Director, Investment Advisor, Certified Tax Specialist
- Certified Financial Fiduciary
- Certified Tax Specialist
- RFC
- NSSA
- Series 65
Robert Trejo is a Certified Financial Fiduciary, an Investment Advisor Representative, Certified Tax Specialist and Managing Director of Coeus Financial, an independent, full-service wealth management firm. After a nine-year career as director of financial services for a large national firm, Robert co-founded Coeus Financial in 2013. The credo he developed was "Progress through Process." With over 20 years in the financial industry, Robert believes the secret to a long client/advisor relationship is communication. That is the first step in the process of progress. Continuous communication allows Robert to maintain a financial plan that best suits his client's ever-changing lifestyle.
Areas of focus
- Financial planning
- Tax-sensitive strategy
- Investment process
- Advisor and client education
More
As a Fiduciary, Robert is legally and morally bound to putting his client's best interest first. This provides confidence for his clients, knowing that they are working with a dedicated professional. Robert holds his Series 65 securities license; he is a National Social Security Advisor (NSSA), a Registered Financial Consultant (RFC), a Certified Tax Specialist (CTS) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries (NACFF) and the International Association of Registered Financial Consultants (IARFC).
Robert is a family man at heart and has been happily married to his wife Meghan for 22 years; they have four children and live in Pleasanton, California.
Accolades: Certified Financial Fiduciary, Certified Tax Specialist, NSSA, RFC.
