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What is a Professional Fiduciary?

Providing care as a Professional Fiduciary is as much a calling as it is a career. Fiduciaries practicing in the state of California are required to be licensed by the Professional Fiduciaries Bureau under the California Department of Consumer Affairs.  Also most belong to the Professional Fiduciary Association of California. They may have had previous careers as attorneys, CPA’s, bankers, social workers, business executives or healthcare providers. Many of fiduciaries first came to this career after serving the business, care and personal needs of a family member or loved one. The responsibility is unique, essential, and, often noble in nature. A fiduciary’s role is not merely that of business manager, decision-maker, or guardian. It is also a nurturing bond of trust, concern, and attentive care-giving. A fiduciary also must be held to the highest standards of trust and honesty as they often are involved in financial decision making. Fiduciaries must be "bond-able."  Most importantly a fiduciary seeks to support mental and emotional well-being; reduce the stress of changing circumstances or unexpected events; and, most importantly, help each client, and their families, enjoy a fulfilling life.

© 2017 Desert Fiduciary Services

74-710 Highway 111,  Suite 102, Palm Desert, CA 92260

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