Moonstone Fiduciary Group
979 Osos Street, Suite C1
San Luis Obispo, Ca - 93401
Phone: (805) 400-3728 / Fax: (805) 395-4887
CA State Bar Number: N/A
Date of Admission To State Bar: N/A
I am a California Licensed Professional Fiduciary and National Certified Guardian, CLPF #856, and the principal of Moonstone Fiduciary Group. Serving the California Central Coast, I provide licensed private and professional fiduciary services, specializing in trusts, estates, and conservatorships. I serve as Trustee, Successor Trustee, Executor, Conservator, Personal Representative, and Power of Attorney. I assist as a bridge between the client, their family, healthcare providers, caregivers, attorneys, and investment advisors, while providing peace of mind by protecting both physical and financial interests.
By intent and law, Professional Fiduciaries are not attorneys ,and therefore not advisers. We carry out duties, supervise, and act upon all areas as directed by the court, probate laws, and trust instructions.
My commitment to protecting all interests with competence and integrity is delivered with compassion, objectivity, and respect. Resume/CV and references are available.