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 17 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.
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 6, 63, 65 securities licenses; 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 regularly hosts free financial workshops across the country. Robert is a family man at heart and has been happily married to his wife Meghan for 19 years; they have four children and live in Pleasanton, CA. In his spare time, Robert enjoys coaching his children’s sports team, reading, being outdoors, and competing in Brazilian Jiu-Jitsu.
Accolades: Certified Financial Fiduciary, Certified Tax Specialist, NSAA, RFC