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 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 FiduciaryServices do we provide?

Estate Administration

Trust Administration

Power of Attorney

Representative Payee

Conservatorship of an Estate

Conservatorship of a Person

Accountings


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]


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