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.
![Denise Denise](https://2x101f.p3cdn1.secureserver.net/wp-content/uploads/2018/09/denise.jpg)
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
![Melani - True Link Headshot Melani - True Link Headshot](https://2x101f.p3cdn1.secureserver.net/wp-content/uploads/2022/05/Melani-True-Link-Headshot-scaled.jpg)
Melani Gonzalez is employed at Klein Fiduciary Services as a Fiduciary Assistant. She has completed her bachelor’s degree from Cal State Northridge majoring in Kinesiology, graduating Cum Laude. Melani is currently pursuing a second bachelor’s degree in Nursing from West Coast University. Her prior work experience includes customer service, technical support, and administrative assistance. She's fluent in Spanish.
![Ruby, the office dog of Klein Fiduciary Services](https://2x101f.p3cdn1.secureserver.net/wp-content/uploads/2020/07/Ruby-Xmas-v2-2019.jpg)
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.