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Your Trusted Partner in Estate Planning
We specialize in estate planning, trust management, and asset protection to help individuals, families, and business owners secure their financial future with confidence. We believe estate planning should be simple, accessible, and legally sound, ensuring that your assets are protected, properly structured, and smoothly transferred to your loved ones.
Who We Are
We help individuals, families, and business owners protect their assets, secure their future, and preserve their legacy through estate planning and trust management.
Estate planning can feel overwhelming, but we make it simple and stress-free. Our goal is to ensure your assets are properly structured, legally protected, and smoothly transferred to your loved ones.
We provide personalized solutions to fit your needs. Whether you need a living trust, asset protection, or estate management, our expert team is here to guide you. With clear advice and reliable support, we help you make informed decisions—so you can plan your future with confidence.
We don’t just offer services—we offer peace of mind.
What We Do
We specialize in estate planning, trust management, and asset protection to help individuals, families, and business owners secure their financial future with confidence. We believe estate planning should be simple, accessible, and legally sound, ensuring that your assets are protected, properly structured, and smoothly transferred to your loved ones.
Our Core Values
Our values guide everything we do. We are committed to helping individuals, families, and businesses secure their future with confidence. Our core principles are built on T.R.U.S.T., ensuring that we provide reliable, ethical, and effective estate planning solutions.
We believe in honest, clear, and open communication, ensuring that clients fully understand every aspect of their estate plan. No hidden fees, no surprises—just complete clarity.
Our clients count on us for long-term financial security. We are dedicated to providing consistent, dependable, and professional support every step of the way.
Estate planning is not one-size-fits-all. We take a personalized approach, carefully considering each client’s unique needs, goals, and concerns.
Protecting assets is at the heart of what we do. We implement legally sound, future-proof strategies that safeguard wealth and provide peace of mind for generations.Â
Trust is the foundation of our business. We uphold the highest standards of integrity, ethics, and professionalism, ensuring that our clients feel confident and secure in every decision they make.
Meet Our Leaders
We are led by a team of experienced estate planning professionals, legal experts, and visionaries dedicated to making estate planning simple, secure, and accessible for everyone.


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.
Making Estate Planning Simple for Everyone
We believe that everyone deserves access to reliable and affordable estate planning—regardless of their background, financial status, or legal knowledge. Planning for the future shouldn’t be complicated or intimidating, which is why we provide easy-to-understand, legally sound, and cost-effective solutions for all.
Empowering Families, Individuals, and Business Owners
Estate planning isn’t just for the wealthy—it’s for anyone who wants to protect their assets and loved ones.Â
Our services are designed to help:
- Families looking to secure their financial future.
- Â Individuals wanting to avoid probate and legal hurdles.
- Â Business owners ensuring a smooth transition for their assets.
Commitment to Community and Accessibility
We go beyond estate planning. We are committed to empowering underserved and underrepresented communities by working with nonprofits and legal professionals to bridge the gap in access to estate planning services.

“Estate planning is the foundation of financial security, and we are proud to help individuals and families take control of their future. Everyone deserves a clear and accessible path to protecting their assets, and at Trust Guru, we make that possible with simple, reliable, and legally sound solutions.”