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Senior Managing Partner,
Website: Coeus Financial
Robert Trejo is a Certified Financial FiduciaryÂ®, 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 (NSSAÂ®) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFFÂ® 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.
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.
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