About Me

Raul Barrera

For more than a decade, Raul has built a reputation for his work in the financial industry, focusing on wealth, trust, and fiduciary services. He has administered all types of trusts, including revocable trusts, irrevocable trusts, charitable trusts, pot trusts, Crummey trusts, special needs trusts, and irrevocable life insurance trusts, as well as handling characterization of property. His broad experience includes managing specialty assets, such as real estate and entities. Raul completed the Trust School program through the American Bankers Association and is a candidate for the Certified Trust and Fiduciary Advisor designation. He completed his studies in business administration with a psychology concentration at Golden Gate University and pursues continuing education programs through the Peninsula Estate Planning Council and Cannon Financial Institute.

As a dedicated community advocate, Raul coaches his son’s soccer team, supports his daughter’s gymnastics, and volunteers as a board member and treasurer of the Pacifica Education Foundation. He seeks to continue contributing to the community's prosperity through the empowerment of legacy planning.