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Allied Professional Partners

These are the financial and legal advisors on the Central Coast that are prepared to work with you to achieve your long-term philanthropic goals. They are all members in good standing of the Central Coast Planned Giving Council, and, as such, have pledged to abide by the Model Standards of Practice for the Charitable Gift Planner of the Partnership for Philanthropic Planning. Click on any name to obtain contact information.

Estate Planning Attorneys

Warren A. Sinsheimer, Attorney

Financial Advisors

Diane P. Blakeslee, Blakeslee & Blakeslee, Inc.
Peggy Estes, CFP, Morgan Stanley

Wayne E. Lewis, C.S.P.G., C.S.A., Lewis Financial
Donald Ramirez, Merrill Lynch

Real Estate Specialists

Bill Broadbent, Arnett and Broadbent, Inc.

Certified Public Accountants


Community Foundations

San Luis Obispo County Community Foundation

Insurance

 

Trust Services

Cindy Wolcott, Mid-State Bank & Trust