Roberto Trejo, NSSA®, CFF®
Robert Trejo is a Certified Financial Fiduciary®, an Investment Adviser Representative and Senior Managing Partner of Coeus Financial, an independent, full-service wealth management firm. Robert holds his series 6, 63, 65 securities licenses; he is a National Social Security Advisor (NSSA®) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFF® and the Society of Financial Awareness, a 501(c)(3) nonprofit public benefit corporation whose mission is to provide financial education across America, one community at a time. Robert regularly hosts free financial educational workshops across the country.
Latest articles by Roberto Trejo, NSSA®, CFF®
5 Detailed Steps to Design an Investment Portfolio for Any Stage in Life
personal finance If you have a drawer full of random investments and bank accounts, you may have money, but you don’t have a cohesive retirement plan. Follow these five steps to build yourself a real retirement portfolio.
5 Strategies for Managing Your Changing Risk Tolerance
investing Setting and forgetting your risk tolerance may cause unwanted results in your investment portfolio. Instead, review your risk profile each and every year with these five steps.
By Roberto Trejo, NSSA®, CFF® Publishedinvesting
5 Steps to Maximize Your Social Security Benefit
social security Should you take benefits ASAP or wait? It's the million-dollar retirement question, but it's far from the only factor involved in making the most of your Social Security nest egg. There are other possibilities to consider as well.
By Roberto Trejo, NSSA®, CFF® Publishedsocial security