I am a licensed private professional fiduciary, licensed by the California Department of Consumer Affairs, Professional Fiduciaries Bureau (License No. 1089). I have completed the Professional Fiduciary Management Program, California State University, Fullerton, California, Trustees and Conservators. In addition to being a licensed private professional fiduciary, I am also a Certified Financial Planner (No. 60784). I hold the professional designations of National Certified Guardian, Chartered Financial Consultant, and Chartered Life Underwriter, all in good standing. I have 25 years of specialized training and applied experience in Fiduciary Management, inclusive of Trust and Estate Administration, Probate Litigation Support, Asset Investigation and Recovery, Personal Financial Planning, Wealth Management and Advanced Applications of Life Insurance. Experienced as a court appointed Rents and Profits Receiver and Special Master 85 % of my workload is court appointments either as an interim trustee or estate administrator. I have been court appointed as a receiver and as a special master. I currently have approximately 30 court appointments. 15% of my workload is private trust administration services.


Accepting New Clients

Accepts Trusts/Business in Other States

Services Offered

Trustee, Trustee - Successor, Estate Executor / Administrator

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts, Directed Trusts, Discretionary Trusts, Hold Durable Power of Attorney, Hold Medical Power of Attorney, California Licensed Professional Fiduciary, Alternate Assets

Contact Robert


8156 LIndenwood Drive Huntington Beach, 92646

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