Experience the Coeus Advantage

Meet the Titans Committed to Helping Our Clients

Our dedicated team has decades of experience working with clients. After that much time, we have a good idea of how to usher our clients through our process to successfully reach their end goals. It all starts with thoroughly getting to know each client. We want to know your life story, the state of your finances, what you feel is working, and what still concerns you.

Robert Trejo

Managing Director, Investment Advisor, Certified Tax Specialist

Robert Trejo is a Certified Financial Fiduciary®, an Investment Advisor Representative, Certified Tax Specialist 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 17 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.

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    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 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, and competing in Brazilian Jiu Jitsu.

    Accolades: Certified Financial Fiduciary®, Certified Tax Specialist™, NSAA®, RFC®

Kyle McCauley

Chief Investment Officer, Investment Advisor

Kyle is one of the Directors of Entrust Investment Services, Inc. Kyle has a fiery passion towards the financial services industry which shows up in the demands he makes on the time effort and energy being implemented on an individual investors’ behalf. Kyle first worked in the financial services industry as far back as 2006, although his focus was working with younger people at that time. In 2014, 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.

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    ​Kyle holds a B.A. from Harding University, is a Chartered Retirement Planning Counselor (CRPC®) and an Accredited Portfolio Management Advisor (APMA®) through the College for Financial Planning. Additionally, Kyle holds a certificate as a National Social Security Advisor (NSSA®) and is also a series 66 licensed Investment Advisor Representative with Entrust Investment Services.


    Kyle has a strong commitment to family, both immediate and extended. Kyle and his wife Pamela were married in 2008 and have three daughters and a son. Together, they're actively involved in their church, and they have a hobby farm where they farm sheep, chickens, fruit trees, and have a very large garden!

Oscar Sierra

Director of Insurance Services, Senior Insurance Advisor

Oscar started his career in 2006, helping families protect their assets utilizing insurance strategies. 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 three children.

Yecica Mendoza

Executive Assistant

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.

Kristi S. Gerrior

Law Offices of Kristi S. Gerrior

Trained as a large law firm associate and federal court law clerk, Kristi Gerrior has twenty five years of legal expertise, including estate planning, human rights advocacy, mediation, insurance, bankruptcy and litigation. As a law clerk for federal bankruptcy judge Arthur Weissbrodt, Kristi Gerrior gained expertise in financial literacy, debtor/creditor rights -- and what happens when wealth preservation plans fail.