I completed the Fiduciary Management curriculum through UC Riverside's extension program in 2021 and became licensed in CA as a professional fiduciary and national guardian.
My experience in technology, healthcare, and financial services are a perfect fit for this role.
Specialty Areas include:
I look forward to discussing your needs and finding a solution together.
3017 Douglas Blvd Suite 300-#5189 Roseville, CA 95661
Phone: 916-259-3712 Fax: 925-744-5291 tim@oneheartfiduciary.com
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