Explaining the importance of education, advisor Robert Trejo believes that clients who want to can take on the job of managing their own portfolios. However, working with a fiduciary financial advisor provides access to specific skills and expertise. A member of the Society for Financial Awareness, Trejo notes his experience working with clients and the articles he’s written for publications such as Kiplinger. In retirement, guaranteeing sufficient income is important. Specifically, Social Security is an important component in that income stream. Unlike many retirees, Trejo’s clients aren’t likely to leave retirement income on the table.
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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