Chief Financial Officer
Current
Mar 2023 - Present
AeroLeads people directory · profile
Robert Trejo Email & Phone Number
Chief Financial Officer
at
Entrust Investment Services
1 work email found
@thepromarkgroup.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Financial Officer
Location
San Francisco Bay Area, United States
Who is Robert Trejo? Overview
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Quick answer
Robert Trejo is listed as Chief Financial Officer at Entrust Investment Services, based in San Francisco Bay Area, United States. AeroLeads shows a work email signal at thepromarkgroup.com and a matched LinkedIn profile for Robert Trejo.
Robert Trejo previously worked as Senior Managing Partner at Coeus Financial and Vice President of Financial Services at Securus Financial. Robert Trejo studied at The American College.
Company email context
Email format at Entrust Investment Services
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{first_initial}{last}@thepromarkgroup.com
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AeroLeads found 1 current-domain work email signal for Robert Trejo. Compare company email patterns before reaching out.
Profile bio
About Robert Trejo
CFF®, NSSA®, RFC®, CTS™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.
Listed skills include Investment Advisory Representative, Fixed Income Strategies, Life Insurance, Fixed Annuities, and 16 others.
Current workplace
Robert Trejo's current company
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8 roles · 16 years
Robert Trejo work experience
A career timeline built from the work history available for this profile.
Senior Managing Partner
Coeus Financial
Our mission is to create and maintain wealth for our clients through long term effective asset management. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.
Vice President Of Financial Services
Securus Financial
Providing investment stability in a historically unstable economy by use of proactive asset management.
2011 - Jul 2013
Vice President Of Financial Services
Jun 2011 - Nov 2011
Director Of Retirement Services
Jan 2008 - Jun 2011
Division Sales Director
Jan 2008 - Jan 2011
Sales Manager
Jan 2007 - Dec 2007
Account Executive
Oct 2000 - Aug 2002
2 education records
Robert Trejo education
Education record
Education record
FAQ
Frequently asked questions about Robert Trejo
Quick answers generated from the profile data available on this page.
What company does Robert Trejo work for?
Robert Trejo works for Entrust Investment Services.
What is Robert Trejo's role at Entrust Investment Services?
Robert Trejo is listed as Chief Financial Officer at Entrust Investment Services.
What is Robert Trejo's email address?
AeroLeads has found 1 work email signal at @thepromarkgroup.com for Robert Trejo at Entrust Investment Services.
Where is Robert Trejo based?
Robert Trejo is based in San Francisco Bay Area, United States while working with Entrust Investment Services.
What companies has Robert Trejo worked for?
Robert Trejo has worked for Entrust Investment Services, Coeus Financial, Securus Financial, Pluris Financial Group, and Promark Financial.
How can I contact Robert Trejo?
You can use AeroLeads to view verified contact signals for Robert Trejo at Entrust Investment Services, including work email, phone, and LinkedIn data when available.
What schools did Robert Trejo attend?
Robert Trejo studied at The American College.
What skills is Robert Trejo known for?
Robert Trejo is listed with skills including Investment Advisory Representative, Fixed Income Strategies, Life Insurance, Fixed Annuities, Equity Indexed Annuities, Wealth Management, Multi Generational Wealth Transfer, and Insurance.
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