Our Investment Team
Robert Trejo is one of the Directors of Entrust Investment Services, Inc. With over 17 years in the financial industry, Robert believes that the secret to successful investing is hard work, creativity, and a rigorous process. As the Managing Director of Coeus Financial, a holistic financial planning firm, Robert has the insight and direct experience to know what clients need from their investments, and how develop and implement the solutions to make it happen!
In 2023, Robert made the transition to Entrust Investment Services, Inc in order to broaden the availability of the investment strategies his personal clients have enjoyed, by offering them to other Investment Advisers for their use with their clients.
Robert holds many professional credentials and is a Certified Financial Fiduciary®, Certified Tax Specialist, a Registered Financial Consultant® and a National Social Security Advisor®. Robert is a series 65 licensed Investment Advisor Representative with Entrust Investment Services.
Robert is a family man at heart and has been happily married to his wife Meghan for 19 years; they have four children and live in Pleasanton, CA. In his spare time Robert enjoys coaching his children’s sports team, reading, being outdoors, mountain biking and competing in Brazilian Jiu Jitsu.
Kyle shifted his career focus to the needs of retirees and retirement planning where he helped to build a popular Retirement Planning Firm to more than $100 Million in assets. In 2022, Kyle made the transition to Entrust Investment Services, Inc. The goal was to broaden the availability of his Investment Strategies by making them available to other Investment Advisors.