Professional Fiduciary Services in Southern California
To deliver superior service on matters of financial protection and personal care with dignity and respect.
What is a Fiduciary?
You Need a Fiduciary if you:
Advantages of Hiring an Independent Fiduciary:
Klein Fiduciary Services will allow you to relax and know that you are in competent and caring hands.
Denise F. Klein is a California Licensed Professional Fiduciary (License #642) and a California CPA (License #48851).
PFAC members (Member #7536) are responsible, trustworthy and experienced individuals who adhere to the highest standards of ethics and practice. Professional Fiduciaries are required to be licensed in the state of California.