Home | TRUST-CFO®

The Industry Leader in
Plan & Trust Administration


For over 27 years TRUST-CFO® has been helping Attorneys, CPAs, and California residents protect their wealth in retirement. We are the most progressive and technology-advanced support firm with the most battle-tested success results, period.

 

James L. Cunningham, Jr.
CEO & Lead AttorneyCunninghamLegal


TRUST-CFO is the guru of private retirement planning. I tell all my peers to use them for administration or they’re going to miss a massive planning opportunity in their practice."

Jim Cunningham

Then follow these next steps to create more value for your clients:

Diagnostic Calculator