Meet the Team

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Managing Director
Investment Advisor
Certified Financial Fiduciary®
Certified Tax Specialist™
NSSA®
RFC®
14+ Years

Robert Trejo

Robert Trejo is a Certified Financial Fiduciary®, an Investment Advisor Representative and Managing Director of Coeus Financial, an independent, full-service wealth management firm. After a nine year career as director of financial services for a large national firm, Robert co-founded Coeus Financial in 2013. The credo he developed was “Progress through Process.” With over 14 years in the financial industry, Robert believes the secret to a long client/advisor relationship is communication. That is the first step in the process of progress. Continuous communication allows Robert to maintain a financial plan that best suits his client’s ever-changing lifestyle.

As a Fiduciary, Robert is legally and morally bound to putting his client’s best interest first. This provides confidence for his clients, knowing that they are working with a dedicated professional. Robert holds his series 6, 63, 65 securities licenses; he is a National Social Security Advisor (NSSA®), a Registered Financial Consultant (RFC®), a Certified Tax Specialist™ (CTS™) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFF® and The International Association of Registered Financial Consultants | IARFC®.

Robert regularly hosts free financial workshops across the country. Robert is a family man at heart and has been happily married to his wife Meghan for 15 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, and competing in Brazilian Jiu Jitsu.

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Director of Financial Services
Investment Advisor
CA#0C25355
20+ Years
NSSA®
RFC®

Rola Hajeb

With a deep interest in all things financial, Rola was inspired to join the financial industry back in 1997. Trustworthy and empathetic, she is focused and committed to helping her clients achieve their goals through reliable and comprehensive plans.
Ethical in her practices and processes, Rola is driven to constantly improve. Founding Emerald Blue Advisors was her way of helping individuals and families preserve, protect and grow their wealth.
Rola was awarded American Express’ Mercury Award in 1998 and is a six-time recipient of the Award of Excellence from the Woman’s Mentoring Agent Network (WOMAN). She has also received a multitude of other awards from various organizations. She graduated with a Bachelor of Science in Medical Technology from the University of Utah and earned her Master of Business Administration from Westminster College.
Outside of the office, Rola enjoys being outdoors hiking, as well as spending quality time with family and friends.

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Director of Insurance Services
Senior Insurance Advisor
12+ Years

Oscar Sierra

Oscar started his career in 2006, helping families protect their assets utilizing insurance solutions. He specializes in insurance and retirement planning, with a focus on wealth preservation and income planning. On his free time Oscar enjoys painting and spending time with his family. He lives in San Jose , Ca with his wife and 3 children.

Yecica Mendoza

Yecica started her career in the financial world in January 2019 after interning in the medical field and working in the tech/retail field. She studied office administration in her hometown of Fresno, Ca. Upon moving to the San Jose area in 2015, she continued her education to focus in the medical field. She is now applying the talents she has gained of meticulous attention to detail and genuine client service to the world of finance. She is excited to be working at Coeus Financial where she is managing the service needs of clients and providing them a constant contact for anything they may require.

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Executive Assistant

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Operations

Meghan Jones

Meghan has an educational background in dental hygiene and office management. She also worked for the school district as a Teacher’s Assistant for special needs children. She is now the Events & Operations Coordinator at Coeus Financial. She is responsible for the logistics of all the workshops, seminars and client events hosted by Coeus Financial.