About Us

Professional Fiduciaries, Trustees, and Conservators

Professional Fiduciary Association of California (PFAC) member, Prime Fiduciary Services.Since 2005 serving as trustees, conservators of the person and/or estate, or handling decedent estate administration for clients primarily in Santa Clara and San Mateo Counties. Over 40 years of combined experience in the health care and pharmaceutical field.  Experienced with managing multi-million dollar financial plans, assessing and analyzing needs, managing multi-level projects and organizing cross-sectional team efforts.

Fiduciary Relationship Building

Extensive experience with senior corporate executives, corporate finance departments, external auditors, & legal counsel, portfolio managers, investors and regulatory agencies.  Experience includes working with stock transfer agents, stock brokerage firms, and limited partnership investments. Extensive knowledge of pharmaceuticals and geriatric drugs.

Fiduciary Duty

Skilled at looking at the big picture and evaluating what needs to be done to best serve the client.  Able to listen well and act quickly and appropriately.

  • California Licensed Professional Fiduciary (CLPF)
  • National Registered Guardian (NRG)
  • General Member of the Professional Fiduciary Association of California  (PFAC)
  • Non-attorney member of the Silicon Valley Bar Association