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 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.
California Licensed Professional Fiduciary: #642
Certified Public Accountant: #48851
Experience & Memberships
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 joined Klein Fiduciary Services as a puppy in 2018. She is very popular as a friendly visitor.