At Emerald Blue Advisors, you are our priority. For more than 20 years, we have been dedicated to determining the most pertinent and well-suited strategies for you in the most cost-effective manner possible.
We understand one size does not fit all, so our process starts with understanding your current asset allocation, goals, objectives and time horizon. From there, we’re able to provide a broad range of advisory strategies that best fit your risk tolerance and lifestyle. We pride ourselves on following through with the execution of the plan, ensuring you’re on the path to a happy and confident retirement.
We understand one size does not fit all, so our process starts with understanding your current asset allocation, goals, objectives and time horizon. From there, we’re able to provide a broad range of advisory strategies that best fit your risk tolerance and lifestyle. We pride ourselves on following through with the execution of the plan, ensuring you’re on the path to a happy and confident retirement.
Meet Rola Hajeb
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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.
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.
Meet the Team
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.
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Jeff Lowe, ChFC®, CLU
CA#0B04849 |
Jeff brings 20+ years of financial services experience to the firm. Jeff has a bachelors’ degree in Business Administration from California State University at Fullerton and has earned the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College of Bryn Marr, Pennsylvania. Jeff specializes in distribution strategies for pre-retirement and in-retirement clientele as well as asset protection.
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Gerald "Jerry" Sheridan, Wealth Management Advisor
CA#0E82645 |
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.
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James L. Anderson, CFP®, MBA
CA#0824482 |
Jim's career spans 20+ years specializing in retirement planning for retirees, health care professionals, business owners and entertainment professionals. His areas of experience include financial planning, investments, retirement distribution planning, legacy transfer strategies and insurance programs. He received an economics degree from the University of Minnesota and a MBA from Ashland University. After practicing in California for 22 years, Jim relocated his practice to the Phoenix, Arizona, area.
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Robert Trejo, CFF®
CA #0D08529 |
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.
