About Us
Klein Fiduciary Services, founded by Denise F. Klein, operates with a sole mission to deliver superior service on the matters of personal care and financial protection with dignity and respect. Denise saw first hand how important it is for those without a voice to be heard. Her background in accounting and family businesses helped her cultivate the skills needed to be a quality fiduciary.
Educational Background
Denise F. Klein has completed her bachelor’s in accounting from University of Rhode Island and holds a Certification in Professional Fiduciary Management from California State University at Fullerton.
Licenses
California Licensed Professional Fiduciary: #642
Certified Public Accountant: #48851
Experience & Memberships
Our Team
Tom LaVoie is a licensed professional fiduciary with a wealth of business background in budgeting, negotiating and strategic planning. He previously ran a successful import-export business and also worked as the director of purchasing for (the former) Blockbuster Corporation. Tom earned his Bachelor of Science in political science from the University of Montana. Clients appreciate his friendly and helpful demeanor.
Jennifer Corona is our bookkeeper and case assistant. She holds a dual bachelor’s degree in biology and music from CSU Channel Islands and has over 8 years of diverse clerical experience. Formerly a licensed insurance agent, Jennifer has a well-rounded background in customer service, administrative support, and financial management. Her career has allowed her to develop strong organizational and problem-solving skills, which she now applies in her role to support our fiduciary services. She is fluent in Spanish.
Ruby joined Klein Fiduciary Services as a puppy in 2018. She is very popular as a friendly visitor.
Contact Us
Contact Klein Fiduciary Services today. Explore the services of a fiduciary here.