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.

A woman with long hair wearing a black jacket.

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

  • California Licensed Professional Fiduciary
  • California State University, Fullerton -Certificates in Professional Fiduciary Management
  • Member - Professional Fiduciary Association of California (PFAC).
  • Experienced with Trust & Estate work and family financial, legal, and health care matters

Our Team

Franchesca Arata is an experienced administrative professional with a strong foundation in bookkeeping and office management. For over a decade, she managed front office operations at Cain & Company, a CPA firm. She is known for her strong organizational skills, her ability to support smooth, efficient office operations, and her dedication to exceptional client service. She earned a B.A in Liberal Studies, with a special field in Art History, from California State University, Northridge.

Ruby, the office dog of Klein Fiduciary Services

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.