EPISODE #041: Rely on Fiduciary Financial Advisors with Robert Trejo

With so many titles and designations for financial advisors, it can seem like alphabet soup to many of us. As a fiduciary financial advisor, Robert Trejo explains that fiduciaries must put your interest above any others when recommending investments. Trejo, managing director at Coeus Financial, www.coeusfinancial, relates the importance of working with a fiduciary due to the legal responsibility and accountability they owe their clients. Trejo also offers a through financial planning process based on research to ensure that his client’s goals are in alignment with their portfolios.

To learn more about Robert Trejo, visit: https://www.coeusfinancial.com

Investment advisory services are offered through Emerald Blue Advisors, Inc., a registered investment adviser offering advisory services in the State of California and jurisdictions where registered or exempted. This communication is not to be directly or indirectly interpreted as a solicitation of investment advisory services to residents of another jurisdiction unless otherwise permitted. ​

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