About US
Protect Your Wealth, Secure Your Legacy, and Achieve Financial Peace of Mind with Trust Guru.
Our tailored trust and asset protection solutions safeguard your wealth, streamline asset transfers, and ensure long-term financial security, giving you complete confidence in your financial future.
Meet our Team
Our experienced team of professionals is dedicated to guiding you through every step of your financial planning journey.
Our team at Trust Guru is composed of seasoned professionals with deep expertise in estate planning, trust management, and wealth protection. We are committed to providing expert guidance and personalized care to protect and grow your assets.
C
had Hennessy is a highly respected professional at Trust Guru, bringing over 15 years of experience in the financial services industry. Based in Burbank, California, Chad has built a strong reputation for his expertise in helping individuals, families, and businesses achieve their financial goals with a straightforward and client-focused approach.
Raised in Monrovia, California, Chad attended Cal Poly Pomona after high school, where he developed his foundational knowledge of financial management. He later obtained several professional licenses and designations, further solidifying his role as a trusted resource in the industry.
Chad’s passion lies in building long-lasting relationships with his clients, ensuring that their financial needs and goals are always the top priority. He takes a practical, no-nonsense approach, carefully listening to each client’s concerns and objectives, and drawing from his extensive experience to offer tailored solutions. His commitment to ongoing learning ensures he stays informed on the latest strategies, which benefits his clients in the long run.
Living in San Dimas since 2007, Chad enjoys spending time with his wife Brenda and their four children. An active member of his community, he takes pride in watching his children excel both academically and athletically, with three attending college on scholarships for wrestling, softball, and football. Chad is also passionate about golf and coaching football at San Dimas High School. In his free time, you can find him avidly supporting his favorite teams—the Los Angeles Dodgers, Dallas Cowboys, and North Carolina Tar Heels.
Chad’s dedication to his clients and his community reflects the core values of Trust Guru, making him an integral part of our team.
B
en Blum is a seasoned professional at Trust Guru, bringing 18 years of experience across various areas of financial services, including asset management, retirement planning, college planning, life insurance, and the administration of 401(k) plans. Based in Monrovia, California, Ben is known for his comprehensive approach and his dedication to helping clients achieve their long-term financial goals.
Ben earned his undergraduate business degree from the University of Idaho and an MBA from Pepperdine University. He holds both the General Securities Series 7 and Investment Advisory Series 65 licenses, allowing him to offer a broad range of professional services in the financial sector.
At Trust Guru, Ben focuses on delivering professional guidance on building and preserving wealth. He is dedicated to educating clients on key areas such as retirement planning, tax-efficient investing, and estate planning, ensuring they are well-prepared for the future. Ben believes in a hands-on approach, actively participating in the development of tailored strategies and regularly reviewing clients’ plans to ensure they remain aligned with their goals.
Residing in Huntington Beach with his wife and three children, Ben is deeply involved in his local community. He and his wife participate actively in local schools, volunteering and coaching in baseball, soccer, football, and ballet. In his free time, Ben enjoys outdoor activities like fishing and is an avid supporter of the Miami Dolphins and Los Angeles Dodgers.
Ben’s professionalism and commitment to client education make him a valuable member of the Trust Guru team, helping clients navigate their financial futures with confidence.
Michael Cuda is a dedicated Client Service Manager at Trust Guru, working closely with Chad Hennessy and Ben Blum to deliver exceptional client service. With a strong background in finance and client relations, Michael is committed to ensuring every client interaction is seamless and exceeds expectations.
Raised in San Dimas, California, Michael pursued his passion for finance at California State University, Fullerton. His knowledge and expertise in the financial services industry allow him to provide outstanding support to clients, making sure their needs are met efficiently and effectively. Michael plays a key role in ensuring Trust Guru’s high standards of service are consistently upheld.
Michael lives in San Dimas with his family and is actively involved in his local community. His lifelong passion for sports includes football, basketball, baseball, and soccer, and he now channels that energy into coaching martial arts at Sampa Brazilian Jiu Jitsu in Fontana, California. Fitness and sports continue to be an important part of his life, and he brings the same focus and discipline to his work at Trust Guru.
Michael’s commitment to providing exceptional service and his passion for helping Chad and Ben grow their client relationships make him a valued asset to the Trust Guru team.
Our Mission
Securing your financial future with personalized trust and asset protection strategies built for today and tomorrow.
We are committed to delivering tailored strategies that not only protect your assets today but also preserve them for future generations. Whether you’re looking to establish a living trust, protect your wealth from legal claims, or ensure that your estate is passed down efficiently, Trust Guru is here to guide you every step of the way with ongoing support and expert advice.
Living Trusts
We help you create and manage revocable and irrevocable living trusts, ensuring that your assets are managed efficiently during your lifetime and transferred seamlessly to your beneficiaries.
Wealth Protection
Our strategic planning ensures that your wealth is protected from unnecessary taxes, efficiently allocated, and preserved for generations.
Asset Protection
We implement comprehensive strategies to shield your assets from lawsuits, creditors, and financial risks while ensuring full legal compliance.
What We Do
Comprehensive solutions that simplify estate planning and protect your wealth for generations to come.
Trust Guru provides a full suite of services designed to meet your estate planning and asset protection needs:
Why Choose Trust Guru?
Expertly crafted solutions that provide lasting peace of mind for you and your loved ones.
At Trust Guru, we offer:
- Customized Estate and Trust Planning: Personalized strategies that align with your specific financial goals and estate needs.
- Ongoing Legal Oversight: Continuous management of your trust, ensuring compliance with changing laws and adapting to your evolving personal and financial circumstances.
- Advanced Asset Protection: We specialize in domestic and offshore asset protection trusts that provide superior legal shielding for your assets from creditors and lawsuits.
Our transparent, client-centered approach ensures that you can confidently protect your wealth while maximizing tax efficiency and ensuring smooth estate transfers to your beneficiaries.
Our Core Values
Delivering expert service through tailored solutions, long-term security, and complete legal transparency.
- Expertise: Our team is made up of experienced professionals specializing in trust and asset management, ensuring that your financial future is in expert hands.
- Tailored Solutions: We offer fully customized solutions designed to meet your unique financial and estate planning goals.
- Long-Term Financial Security: We focus on creating lasting strategies that protect your assets today and for future generations.
- Transparency & Compliance: Our clear, upfront communication and strict adherence to legal guidelines provide peace of mind, ensuring your wealth protection strategy is always compliant and up-to-date.
What Our Clients Are Saying
“I was overwhelmed by the complexities of estate planning.”
“Before finding Trust Guru, I was constantly worried about how my assets would be managed and whether my estate plan truly reflected my wishes. The whole process seemed so confusing and stressful. Trust Guru made everything straightforward and manageable. They took the time to understand my concerns, developed a personalized plan, and handled all the legal aspects. Now, I have peace of mind knowing my estate is secure and my family is protected.”
— Sarah M., Retired Teacher
“I was concerned about protecting my assets from legal disputes.”
“I had heard horror stories about families getting entangled in costly legal battles. I didn’t want that for my loved ones, but I didn’t know where to start to protect my wealth. Trust Guru’s asset protection strategies were exactly what I needed. They shielded my assets from potential threats and ensured everything was set up to avoid disputes. Their team made the process effortless, and now I feel secure knowing my family won’t face those challenges.”
— David P., Small Business Owner
“I thought trust services were only for the wealthy.”
“I always assumed that estate planning was something only the very wealthy needed. As a single parent, I just wanted to make sure my kids would be taken care of, but I didn’t think trust services were for me. Trust Guru showed me that everyone can benefit from professional estate planning, regardless of their financial situation. They offered an affordable, customized plan that ensures my children are provided for and my wishes are honored. I’m so grateful to have this peace of mind“
— Lisa T., Single Mother
“I was worried about losing control of my wealth.”
“I wanted to set up a trust, but I feared losing control over how my assets were managed and distributed. I didn’t want anyone else making decisions for me. Trust Guru reassured me that I would remain in control. They tailored the trust to my specific directives, allowing me to set the terms for my assets. Their team acted as a partner, not a replacement, ensuring that my wishes are carried out exactly as I want. Now, I have the security of a trust without sacrificing control.”
— Michael S., Entrepreneur
“The whole process seemed too complicated.”
“Every time I looked into setting up a trust, I got overwhelmed by the legal jargon and the amount of paperwork. It felt like an impossible task to tackle on my own. Trust Guru guided me through every step, simplifying the process and breaking down the legal terms into language I could understand. They handled all the complexities, from consultation to ongoing management, so I could focus on my life without the stress of trust planning. Now, my future feels secure, and the process was much easier than I ever imagined.”
— Emily W., Working Professional
Take the Next Step with Trust Guru
Start securing your wealth and planning for the future with Trust Guru’s expert guidance and protection strategies.
Personalized advice to secure your legacy
