Cynthia Block, CLPF, CNG
I bring over 15 years of business experience managing large accounts, along with 26 years of teaching practice to my work as a licensed professional fiduciary. I completed my fiduciary training through California State University - Fullerton.
My goal as a fiduciary is to use my strong organizing and planning skills, as well as my knowledge of fiduciary practices, to benefit our clients. We will work with you and your family to achieve your highest quality of life and peace of mind.
Jean Newkirk, Accounts Manager
I have 30 years experience in the IT profession working as an independent contractor. My strengths and interests are complex problem solving, money management, and meticulous attention to detail. Additionally, I have an Associates Degree in Accounting and continue to further my education in that field. Having received the certificates in Professional Fiduciary Management for Trustees and Conservators from California State University - Fullerton, I bring knowledge of laws and best practices to our clients.
I welcome the opportunity to meet with clients and thoughtfully consider the particular circumstances and wishes of each person and family. Together we can create a service plan that accommodates today’s needs and anticipates future changes as they arise.