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Kyle M

Series 66

Campbell, CA

Entrust Investment Services, Inc

Kyle McCauley is a financial advisor with Entrust Investment Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Entrust, he was affiliated with City Center Advisors, LLC and City Center Financial, LLC. Outside of his advisory work, he owns and operates a farming business through Green Pastures CSA, LLC. Entrust Investment Services provides discretionary investment management and financial planning to individuals, businesses, and other registered investment advisers. The firm employs Modern Portfolio Theory and offers services including ERISA plan management and the use of options and leveraged strategies in managed accounts.

Options & derivatives strategies Founder/Business Owner Executive
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Jesse B

Series 63, Series 65

Campbell, CA

Entrust Investment Services, Inc

Jesse Burns is a financial advisor at Entrust Investment Services, Inc with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he has engaged in sales of home security and automation products through affiliated companies. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, and businesses. The firm utilizes a Modern Portfolio Theory approach and offers ERISA plan services alongside public educational seminars.

Options & derivatives strategies Founder/Business Owner Executive
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Roberto T

Series 63, Series 65

Campbell, CA

Entrust Investment Services, Inc

Roberto Trejo is a financial advisor with Entrust Investment Services, Inc. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Roberto is also the managing director of Coeus Financial & Insurance Services Inc., an insurance agency where he recommends and places life and annuity products. Entrust Investment Services provides discretionary investment management and financial planning to a diverse client base, including other registered investment advisers, high-net-worth individuals, households, and businesses. The firm employs a Modern Portfolio Theory framework and offers unique services such as acting as a sub-advisor for other RIAs, providing ERISA 3(38) investment management, and conducting no-cost public educational seminars.

Options & derivatives strategies Founder/Business Owner Executive
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