Greater San Francisco Bay Area Trustee


California Private Fiduciary

At Platinum Fiduciary Services, Inc., we've served as trusted advisors and fiduciaries for individuals and families throughout Greater San Francisco Bay Area for over 30 years.

Our unique, multi-disciplinary combination of tax and business advisory, estate planning, risk advisory and estate and trust administration services, enable us to create and support community that enhances, nurtures and safeguards the spiritual, physical and financial well-being of our clients.

  Professional fiduciary association of California     Member of AICPA    Certified public accountant      Chartered financial consultant     Chartered Life Underwriter

trust planning 

Our Professional Qualifications

  • Licensed California CPA Since 1984
  • Licensed California Attorney Since 2000
  • Professional Fiduciary Association of California
  • National Guardian Foundation
  • Accredited Estate Planner - AEP
  • MS in Taxation
  • Admitted to the US Tax Court
  • Chartered Financial Consultant - ChFC
  • Chartered Life Underwriter - CLU
  • Chartered Property Casualty Underwriter (pending)
  • National Association of Enrolled Agents
  • National Society of Accountants
  • Recipient President’s Award - N. California Region)
  • San Francisco Bioethics Forum

Role of a Fiduciary



A Trustee is a fiduciary put in charge of overseeing the day to day management of property owned by a trust for the benefit of the beneficiaries. >> Learn More



A person appointed by another person or the court to manage and take charge of the assets and liabilities of a decedent. >> Learn More

Conservator services


A guardian and protector appointed by a judge to protect and manage the financial affairs of a person or an estate. >> Learn More


power of attorney

Power of attorney is authorization to make medical or financial decisions if they are unable to speak for themselves. >> Learn More