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Private Professional Fiduciary is a broad term: A Fiduciary can act as a trustee, administrator of an estate, or as Conservator of the Person and/or the Estate.  A Fiduciary can also serve as Power of Attorney for Finance and/or Health Care, act as case manager and pay bills.

A California Licensed Professional Fiduciary can be appointed if someone does not have family and friends living nearby,  there is conflict in the family, or if they themselves know they want to hire a professional to help with their affairs. This is particularly true when someone may not be comfortable having family or friends involved in their finances.

While the tasks seem straight forward, a non-professional can get easily frustrated since the work is very time consuming and stressful. As a California Licensed Professional Fiduciary, Deni will be able to administer your estate when you are unable.

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Fiduciary Services:

  • Trustee
  • Guardian
  • Estate Executor
  • Daily Bill Paying and Money Management
  • Healthcare Representation
  • Agent under a Power of Attorney
  • Executor for senior with no spouse or family
  • Conservator for those who are mentally or physically incapacitated

About

Deni is graduate of the University of Michigan and The Drucker School of Management.  She also earned her Certificate of Fiduciary Management from the California State University in Fullerton.

Before becoming a Professional Fiduciary, Deni worked as a Project and Partner Manager in the lifestyles and entertainment space for companies such as Yahoo, Fox, and CBS.  Clients will benefit from Deni’s experience in the fast-paced tech world – it is where she honed her keen attention to detail and demonstrated a proven ability to manage complex relationships in multiple arenas.  Deni also worked with a wealth management firm in the Los Angeles area where she balanced portfolios and helped with financial planning to meet client’s financial goals.

Deni is a resident of South Pasadena and has resided in the San Gabriel Valley since 1979.  Over the years Deni has been actively involved with the community including serving as Board Member and President of the Pasadena Audubon Society, Board Member of the Five Acres Auxiliary, and 12 years as a volunteer member for the Tournament of Roses.

Deni is an active member of the Professional Fiduciary Association of California and the Fiduciary Round Table of San Gabriel Valley.

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Code of Conduct

Professional Fiduciary Association of California Code of Conduct Members of the Professional Fiduciary Association of California should: Abide by the Professional Fiduciaries Act (California Business and Professions Code Sections 6500-6592) and the Act’s implementing regulations (California Code of Regulations Sections 4400-4622), including the Professional Fiduciaries Bureau Code of Conduct. Recognize that the client is the …

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