Robert Trejo

[email protected]
Managing Director
​Investment Advisor
​Certified Financial Fiduciary®
Certified Tax Specialist™
NSSA®
RFC®
​14+ Years

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Rola Hajeb

[email protected]
Director of Financial Services​
​RFC®, NSSA®, MBA
CA#0C25355
​20+ Years

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Oscar Sierra

[email protected]
Director of Insurance Services
​Senior Insurance Advisor
​12+ Years

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Yecica Mendoza

[email protected]
Executive Assistant

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Meghan Jones

[email protected]
Executive Assistant

Who we are. What we stand for.
​PROGRESS THROUGH PROCESS.

Our specialty is to help clients individually understand their investment needs and objectives. We help you chart your financial course individually and are able to respond to your questions and needs. 

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Why do you need a fiduciary?

Not everyone who manages money are fiduciaries. You need to check and make sure that's what you have, though. It sounds complicated, but it's not. A fiduciary is someone who puts your needs ahead of their needs. That's it. They always make sure that their financial advice is in your best interest. That seems straightforward, but that's not always the way it works (even if it should be).

Is “fiduciary” a legally binding term?
Actually, yes — fiduciaries are legally obligated to act in your best interests. They document their processes so they can prove they're acting in your best interest as custodians of your money. 

Sadly, not everyone who manages money is a fiduciary. In many cases, financial advisors only have to be held to the “suitable” standard — meaning if they can argue something's suitable for you, that's enough. Fiduciaries give you the very best options for your particular situation.

How do I know if my advisor’s a fiduciary?

You can ask them. That's the best way. If they say anything other than, “Yes, I'm a fiduciary,” they're not. Also, because we live in the world we live in, you should get it in writing. If they're really running their practice up to a fiduciary standard, then they won't have any trouble producing that documentation. They'll be happy to hand it over.

For example, we're fiduciaries. We'll be happy to prove it.

​Give us a call today!
408.429.8444

Ready to talk?
​Call us at 408.429.8444

Download your complimentary guide today!

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