Trust Deed Contacts

Building a team of experts is important when dealing with retirement planning. The companies listed below are some we have personal experience with and understand trust deed investments and alternative investments.

IRA Custodians & Administrators

uDirect
2522 Chambers Road
Suite 100
Tustin, CA 92780
Office: (714) 460-5505
Fax: (714) 460-5506
Toll-Free: (866) 538-3539
www.udirectira.com

IRA Services Trust Company
BBB Rating: A+
PO Box 7080
San Carlos, CA 94070-7080
Toll-Free: (800) 248-8447
Fax: (650) 591-2168
www.iraservices.com
800-262-0285 

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Equity Trust Company
225 Burns Road
Elyria, OH 44305
877-693-8207
Direct Contact: Michael Vavruska
(888) 382-4727 x483
www.trustetc.com

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Millennium Trust Company
5962 La Place Court, Ste 255
Carlsbad, CA 92008
Direct Contact: TJ Valenzuela
(760) 438-5170
www.mtrustcompany.com

Accuplan
3111 Camino Del Rio North
Suite 400 
San Diego, CA 92108
Direct Contact: Brian Davis
Phone/Cell: (619) 892-2438
Fax: (888) 706-9556
http://www.accuplan.net/SD
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Lincoln Trust (formerly Fiserv)
717 17th Street 
Suite 2200 
Denver, CO 80202-3331 
303-658-3000
800-525-2124 
www.lincolntrustco.com

Sense Financial
Office: (949) 228-9393
info@sensefinancial.com
www.SenseFinancial.com

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Pensco Trust

P.O. Box 26903
San Francisco, CA 94126
(866) 818-4472
BBB Rating: A+
Deals with TNG: Yes
www.penscotrust.com

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Entrust California
Office in Los AngelesOrange County
San Diego,Sacramento, and Oakland 
www.entrustcalifornia.com 
www.theentrustgroup.com (outside California)

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Accountants & CPAs

Leivas Associates
Susie Leivas
6370 Brockton Avenue  
Riverside CA, 92506
Phone: (951) 300-9600
Fax: (951) 300-9601

Keystone Accountants
Amanda Han, CPA
1370 North Brea Boulevard #220
Fullerton, CA 92835
Telephone: (877) 975-0975  
Fax: (877) 343-8732
www.keystonecpa.com/

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Mark J. Kohler, CPA, Attorney at Law
Kyler, Kohler, Ostermiller & Sorensen, LLP
888-801-0010
mark@markjkohler.com
www.markjkohler.com

Robert Hall & Associates
300 West Glenoaks Blvd
Suite 200
Glendale, CA 91202
T 818-242-4888
F 818-242-1060
www.roberthalltaxes.com

Wealth Management

Allen James Financial
4455 Morena Blvd. #209 
San Diego, CA 92117
 www.allenjamesfinancial.com

Monolith Financial Group
Contact: Jeff Mitchell
6806 Fallsbrook Court, Ste. #1
Granite Bay, CA 95746 
Phone: (916) 367-6430 
www.monolithfinancial.com 

Law Firms

Mark J. Kohler, CPA, Attorney at Law
Kyler, Kohler, Ostermiller & Sorensen, LLP
888-801-0010
mark@markjkohler.com
www.markjkohler.com

Brian C. Pearcy, Esq.
Law Offices of Brian C. Pearcy, APC
4072 Chestnut Street, Second Floor
Riverside, CA  92501
(951) 686-1584
Specialty: Real estate, business, estate planning.

 
 
 
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