Questions and Answers

Q: What does the fiduciary do? A: Fiduciary, by definition, means “position of trust”. A fiduciary is your partner, advocate, personal manager, and guardian, as needed. The fiduciary assists the client, or steps into the shoes of the client as directed, in making...

Why choose a professional fiduciary?

A fiduciary is entrusted to manage financial and/or healthcare affairs for another. Financial affairs often include management of cash in bank accounts, securities in investment portfolios, retirement funds, real estate, rentals, timber or ranch land, and business...
Professional Fiduciary Association of California

Professional Fiduciary Association of California

Lisa is a member 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 of these associations.  Please visit the PFAC...