In this segment of Right on the Money, host Dennis Mattern concludes his conversation with Robert Trejo, founder and senior managing partner of Coeus Financial, Trejo credits his success to his children and his peers for challenging him to push his limits, exploring current research to serve his clients and peers better. Trejo explains his notion of a financial advisor super hero, as he makes it his mission to save his clients from financial disaster by helping them retire confidently. “Progress through Process,” is his motto, and his process of sound, risk-aware financial management demonstrates proven success.

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