Solving problems - bringing peace of mind
What is a fiduciary and why might I need one?
A fiduciary is a person or entity who accepts a position of trust and acts on behalf of another person or persons to manage assets. A fiduciary is legally and ethically required to act in the other’s best interest. In the state of California, a professional fiduciary is licensed through the Professional Fiduciary Board, which operates under the Department of Consumer Affairs.
You may need the services of a fiduciary to care for a family member who is unable, due to a variety of circumstances, to manage their own financial affairs or their own physical care. You may require an unbiased third party as a trustee for your estate or for a power of attorney.
Whatever the circumstances, a fiduciary can provide assurance that your affairs will be managed in your best interest and following your personal wishes.
Contact
➤ Mailing address
4025 Rosabell St
Culver City, CA 90066
☎ CONTACT
info@pomfiduciary.com
(310) 954-0811
Talk to us.
Use the form below to contact us regarding your fiduciary needs. You may also email or call us to make an appointment.