Jackie is a financial services professional with over twenty five years of experience developing and maintaining long-term, trusting relationships in both the individual and institutional marketplaces with consistent excellence in client relationship management.

After working as a Successor Trustee several years ago for a close friend’s large, complex estate, it inspired her to refocus her career goals to become a professional fiduciary.

Qualifications and Education:

• California Licensed Professional Fiduciary - PF 1480

• National Certified Guardian (NGC) - #15483

• Master of Science – Financial Planning, Golden Gate University – San Francisco, CA

• Bachelor of Arts – Political Science, University of Massachusetts – Amherst, MA

• Certificate in Professional Fiduciary Management for Trustees, California State University, Fullerton – Fullerton, CA

• AIF® - Accredited Investment Fiduciary

• Member of the Professional Fiduciary Association of California (PFAC)

• Member of the National Guardianship Association (NGA)

• 25+ years working in financial services

• Regulated and monitored by the Professional Fiduciaries Bureau

• Must meet annual education requirements for both California Professional Fiduciary and National Certified Guardian professional licenses and adhere to the Code of Ethics