EMERALD BLUE ADVISORS - Key Persons
Job Titles:
- Wealth Management Advisor
Gerald has been managing investment portfolios for several years and holds his Series 65 license. He is also a licensed life agent with the State of California. Jerry has enjoyed living in California for more than 30 years. He received his Bachelor of Science from the University of Colorado in Boulder.
Honest and caring, he is committed to always putting clients' needs first and finds satisfaction designing the right strategies for his clients that aim to preserve their wealth and meet their retirement needs. Utilizing a comprehensive system for wealth accumulation with a bias toward wealth preservation and tax efficiency, Hicham keeps coming to work because he wants to be a resourceful asset to his clients.
Curious by nature, the best lesson Hicham has learned in his career thus far is to remain humble and always keep an open mind.
To best serve his clients, Hicham holds his Series 7 and 66 securities licenses, his life, accident and health insurance licenses for California and is also a licensed variable contracts agent in the state of California. He has earned many industry designations, including, Chartered Financial Analyst (CFA), Fellow Life Management Institute (FLMI) and Financial Risk Manager (FRM). He received his Master of International Management from the Thunderbird School of Global Management in Arizona and his Bachelor of Arts in economics from Earlham College located in Indiana.
Kelly brings almost a decade of financial services experience to Emerald Blue Advisors. Starting with America's I.R.A. Centers in 2008, Kelly has consistently brought a high level of competence, punctuality and professionalism to her main role in client account management. Being most often the first point of contact for Emerald Blue Advisors, Kelly epitomizes the values we hold for our clients, ensuring a consistent experience from start to finish.
Robert Trejo is a Certified Financial Fiduciary®, an Investment Advisor Representative and Senior Managing Partner 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 peace of mind for his clients, knowing that they are in safe hands. Robert holds his series 6, 63, 65 securities licenses; he is a National Social Security Advisor (NSSA®) and holds a life insurance license. He is a member of the National Association of Certified Financial Fiduciaries | NACFF® and the Society of Financial Awareness, a 501(c)(3) nonprofit public benefit corporation, whose mission is to provide financial education across America, one community at a time. Robert regularly hosts free financial educational 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.