Bio Roberto Trejo, NSSA®, CFF®

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Roberto Trejo, NSSA®, CFF®

Senior Managing Partner, Coeus Financial

Phone: 408.418.4695
E-mail: rtrejo@coeusfinancial.com
Website: Coeus Financial
LinkedIn: www.linkedin.com/in/robert-trejo-87b11a9/

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.

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