We focus on your goals and provide trust administration and trust services. We also serve as executor and provide estate administration, and manage complex assets.
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Hours: Mon - Fri 8am - 5pm
California Professional Fiduciary License #785
Throughout his career, Barry has helped individuals and families accomplish their financial goals, including facilitating the sale of complex assets and collectibles.
From 2007-2013, Barry managed millions of dollars of assets for a local nonprofit organization, and served as a business columnist for the San Luis Obispo Tribune. He is an adjunct faculty member at the Orfalea College of Business at Cal Poly San Luis Obispo. He has a PhD from UCLA and has completed an executive program at the Stanford Graduate School of Business.
He is honored to be named Rotarian of the Year, 2018-19, for Rotary District 5240.
We provide trust administration and trust services. We're your partner in accomplishing your goals!
Members of our team have been helping individuals and families accomplish their goals since 1981. This includes working with them and their professional advisors to develop plans and programs that meet their current and projected needs. We serve as trustee to family and charitable trusts. We also provide consulting services on the organization and management of multi-generational family trusts.
As a fiduciary, we hold ourselves to the highest ethical and legal standards.