Providing the highest standard of personalized fiduciary services with respect and integrity
As a California licensed Professional Fiduciary, I represent, assist and act on behalf of others in matters of personal or financial trust. My work is much more than just taking care of my clients' affairs. It's the privilege of knowing and ensuring the well-being of people who are often in the most vulnerable stages of their lives. I find my work on behalf of others to be extremely meaningful and personally fulfilling. My services include:
As a member of the Professional Fiduciary Association of California (PFAC), I serve on the Board of the East Bay Chapter. My other professional affiliations and memberships include the National Guardianship Association (NGA) and the East Bay Trust and Estates Lawyers (EBTEL).
I earned a Bachelor’s degree from the University of California San Diego and a Master’s degree in Business Administration from the Monterey Institute of International Studies. In addition to my work as a professional fiduciary, I am an educational presenter, speaking on fiduciary-related topics; I co-founded a successful non-profit organization; and I have 25 years’ experience in non-profit and for-profit management and community involvement. I speak Mandarin Chinese, spent several years traveling and working in Asia, and count China and Chinese culture among my passions.