California Estate Preservation, LLC
 opened it's doors in 1998, incorporated in January 2000 and is listed with Dunn & Bradstreet. The company's motto has always been "Safety vs. Risk".  We strive to find the best rated companies giving the highest returns without sacrificing safety of  principal. The companies we have chosen to work with are all A-rated companies which were established nearly a century ago.  We feel that if these companies have survived The Great Depression, they have proven themselves worthy of our client's investments. Our representatives are professionally trained in the services we offer and are licensed and certified by the State of California to offer these products to our clients. We are not only concerned about the safety of our client's investments but also with the privacy of each client's family matters.

      California Estate Preservation consists of Certified Estate Planners (CEPs), Certified Senior Advisors (CSAs), Retirement Specialists and licensed insurance professionals. Our team of professionals is licensed by the State of California to utilize special tools to reach our client's and their family's goals. We continuously further our education by keeping up-to-date with all the industry trends and regulations to improve and assure the highest ethical standards.

  We have an alliance with Estate Planning Attorneys who put their seal of approval on every legal document developed. Our group of registered accountants are also available for any tax planning that our clients may need.


Mission Statement

With our team of professionals, we strive to improve our client's quality of life by meeting their needs in wealth preservation, asset protection, and achieving piece of mind with security for their way of life.