4401 El Camino Real
At Preservation Capital firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Executive Administrative Assistant
Colleen has been running our Atascadero office since 1999. She shines from inside and out. Call on her when you have any family updates, or need to know important information.
Timothy has been advising clients since 1989. Thousands of people have benefited from meeting with him, and reading his various published magazine and newspaper articles, and from listening to him on local radio over the years. Clients...
Office Administrative Manager
Contact Becky with appointment requests, or any administration of your accounts. She is a kind warm professional that you will enjoy working with.
Emma is a Biology student and softball player at Pomona College in Claremont CA. She is here through summer helping out at the family business.
Katie is a graduate of Cal Poly. She has been working as an assistant with us since 2018. She is a bright and positive person. Knowledgeable in our operations, Katie and can be called on to set up appointments or research hard to...