Welcome to California Fiduciary Services, Providing Peace of Mind in Uncertain Times
We offer highly personalized fiduciary services including trust administration, conservator of estate and financial consulting services. Additionally, we are Accredited Investment Fiduciaries® which means we focus on unbiased investment oversight ensuring that assets are there to meet the needs of beneficiaries.
Our extensive professional experience includes financial and investment management positions at Fortune 500 and 1000 firms and global investment banks. While we are not financial planners or investment managers, we work with your team to maintain asset preservation and growth.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to choosing a trustee or conservator or using our services to help turnaround business operations. We have created this web site to help you see the value of working with skilled professionals to provide financial oversight.
Newsletters
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Life Insurance Strategies: Reasons Empty Nesters May Want Permanent Coverage
As policyholders age, life insurance could help supplement retirement income, support a surviving spouse, and/or leave a legacy.
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HOT TOPIC: The SECURE Act and Your Retirement Savings
A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.
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HOT TOPIC: The Coronavirus and the Global Economy
An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.