PROFESSIONAL FIDUCIARY SERVICES
BEING THERE WHEN IT MATTERS MOST
Pamela R. Regatuso CPA, CFP®, CLPF
We are focused on providing high-quality service and customer satisfaction - we will
do everything we can to meet and hopefully exceed your expectations.
What is a Fiduciary?
A fiduciary is a person who assumes responsibility for a person, trust, or business to manage their affairs, and is in a position of providing undivided loyalty to their clients.
A fiduciary is an objective person who follows the instructions from your Will, Trust documents and Powers of Attorney for finances and health care.
A fiduciary is an advocate for their clients and carries out the care management (both financial and personal) for those who no longer have the capacity to take care of themselves.
A fiduciary duty is the highest standard of trust. This means putting their professional duty before their personal interests and benefits.
What Fiduciary Services do we provide?
Power of Attorney
Conservatorship of an Estate
Conservatorship of a Person
Look around our website and if you have any comments or questions regarding services or fees, please feel free to contact us.
Phone: (925) 368-6911
Mailing Address: P.O. Box 23763
Pleasant Hill, CA 94523
Email Address: [email protected]
Thanks for visiting and feel free to contact Pam!