As with accountants, engineers, and architects, professional fiduciaries are licensed and regulated by the California Department of Consumer Affairs, specifically the Professional Fiduciaries Bureau (PFB). Licensed fiduciaries must report details on case load changes, business practices, and personal financial and legal changes to the PFB on an annual basis. Please visit the Professional Fiduciaries Bureau website, which contains information useful for consumers seeking fiduciary services.

We take tremendous pride in the fiduciary, or “position of trust” role we fill for our clients and often their families, and provide our services with the utmost of professionalism, integrity, loyalty, and confidentiality. We are members of the Professional Fiduciary Association of California (PFAC) and the National Guardianship Association, and as such must adhere to the more stringent continuing professional educational requirements and codes of ethics of these associations. Please visit the PFAC website to learn more about the role of a professional fiduciary.