Central Coast Trust 755 Santa Rosa Street, San Luis Obispo, CA 93401

Central Coast Trust, located at 755 Santa Rosa Street in San Luis Obispo, California, is dedicated to helping individuals and families reach their financial goals through specialized services in trusts and estates. With over 30 years of experience, our team of professionals can assist with trust administration, estate settlement, and complex asset management. As a fiduciary, we hold ourselves to the highest ethical and legal standards to ensure your intentions are honored as outlined in your trust or estate documents.

Whether you are looking to establish a trust, appoint a trustee, or need assistance with estate administration, Central Coast Trust is here to partner with you every step of the way. Our goal is to provide personalized services that cater to your unique needs and objectives. We understand the importance of creating a legacy for future generations and can help you navigate the complexities of trusts and foundations.

Lead by Barry, our team brings a wealth of knowledge and expertise in financial planning and asset management. As a licensed professional fiduciary, Barry has a proven track record of helping clients achieve their financial goals while adhering to the highest standards of integrity and transparency. With a background in finance and business, Barry is well-equipped to guide you through the intricacies of trust administration and estate planning.

At Central Coast Trust, our fees are based on the work performed and are subject to approval by the court. We strive to provide cost-effective solutions that align with your financial objectives. To schedule a consultation or learn more about our services, please contact us at [email protected] or call 805-592-2225. Let us help you secure your financial future and create a lasting legacy for your loved ones. Our focus is you.