ELDER ADVOCATES TRUSTED RESOURCE

FINANCIAL TEAMS

FIDUCIARY & FINANCIAL PLANNERS

Caitlyn Cogan

Professional Fiduciary

Cogan Fiduciary Services

Los Angeles and Orange County

Caitlin helps seniors in need of assistance with their Estate or Trust. She also specializes in Conservatorships, Trust Administration, Estate Administration and Power of Attorney.

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Chris Lee

Executive Director, Private Banking

J.P. Morgan

Orange County, LA County, SD County

I orchestrate a team of specialists who utilize advanced planning strategies to deliver banking, lending, and wealth management services. I aim to be the single point of contact for individuals and private trustees.

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Craig Cross

Managing Director, Co-Founder

Halbert Hargrove Global Advisors, LLC

West LA including Beverly Hills, Greater Long Beach, northern Orange County.

Halbert Hargrove & Co was founded in 1933. Joined the firm in 1979. In 1989 Co-founded the successor Halbert Hargrove Global Advisors, LLC, a Registered Investment Advisor (RIA). HHGA is a fiduciary investment mana...

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Dana Cannon

Elder Law Attorney

Cannon Legal Firm

All of Los Angeles and Orange Counties. Some court cases in San Bernardino; Riverside and Northern California.

Dana specializes in Conservatorship; Estate Planning; Elder Law litigation – financial elder abuse; Trust Litigation (contesting validity of Trust/amendments on grounds of undue influence/elder abuse/lack of capacity);...

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Davis Zellmer

Attorney

The Law Offices of Davis R. Zellmer​

Long Beach

The Law Offices of Davis R. Zellmer is dedicated to creating the proper plan for your unique needs. We look forward to meeting with you personally to discuss the best strategy to preserve and maximize your wealth, now an...

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James Sullivan

Licensed Professional Fiduciary

ConservaTrust Fiduciary Services

Southern California and in some instances, worldwide

We serve by assisting clients manage their household and business affairs when they either cannot, due to medical or other circumstances, or they wish to no longer be burdened so they may travel or not feel the daily str...

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Jennifer Sawday

Attorney

TLD Law

Long Beach

Jennifer helps those who need estate planning documents, who need help activating them or anyone who has questions about how to avoid probate. She also helps families with trust administration.

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Karen Fritz

Professional Fiduciary

Trusted Care Fiduciary Services

Los Angeles County Orange County Riverside County San Bernardino County

I became a licensed fiduciary in 2010 after spending most of my career in Human Resources as director for a major international law firm. I taught at UCLA Extension in the Legal and Human Resources Department for approx...

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Karin Finnegan

Trust Officers

Farmers and Merchants Trust Co.

South Bay, Long Beach & Orange County

Karin and Ryan assist clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.

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Lee Ann Hitchman

Fiduciary, Independent Trustees and Certified Care Managers

Hitchman Fiduciaries

Greater Southern California

Lee Ann helps any elder who needs an advocate for either financial or care challenges. Families and beneficiaries who are in disagreement over trust administration. Beneficiaries with special needs, including mental heal...

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Lee Vieira

Loan Officer

Cherry Creek Mortgage

Seal Beach, Lakewood, Bellflower, Compton, Cerritos, Huntington Beach, Torrance, Carson, San Pedro, Cypress, Manhattan B... See More

Lee helps people who are looking to stay in their home without worrying about having to pay a mortgage payment and possibly pay off other obligations to make their lives earlier. His specialties include: Reverse Mortgage...

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Leslie Wiberg

Wealth Manager

WealthSpring

Long Beach, Orange County, South Bay

Leslie helps those getting ready to retire in the next 5-10 years and senior citizens who need financial guidance and/or assistance. As a Certified Financial Planner she helps with retirement planning, budgeting and esta...

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Paul Velasco

Attorney

Velasco Law Group, APC

Los Angeles County, Orange County, South Bay, Inland Empire

Paul and his team specialize in many areas including: Estate and Tax Planning; Probate and Trust Administration; Trust and Estate Litigation; Conservatorships and Guardianships; Business Formation and Succession Planning...

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Ryan Eichenauer

Trust Officers

Farmers and Merchants Trust Co.

South Bay, Long Beach & Orange County

Karin and Ryan assist clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.

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Shannon Switzer

Attorney

Craton, Switzer Tokar LLP

All of California – In person meetings in Southern California

Shannon is an attorney practicing estate planning, probate, and trust administration. She focuses on how to best transfer assets during lifetime or after death to avoid taxes, fees, and delay while ensuring the values an...

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LOAN OFFICERS & MORTGAGE PLANNERS

Caitlyn Cogan

Professional Fiduciary

Cogan Fiduciary Services

Los Angeles and Orange County

Caitlin helps seniors in need of assistance with their Estate or Trust. She also specializes in Conservatorships, Trust Administration, Estate Administration and Power of Attorney.

More Info

Chris Lee

Executive Director, Private Banking

J.P. Morgan

Orange County, LA County, SD County

I orchestrate a team of specialists who utilize advanced planning strategies to deliver banking, lending, and wealth management services. I aim to be the single point of contact for individuals and private trustees.

More Info

Craig Cross

Managing Director, Co-Founder

Halbert Hargrove Global Advisors, LLC

West LA including Beverly Hills, Greater Long Beach, northern Orange County.

Halbert Hargrove & Co was founded in 1933. Joined the firm in 1979. In 1989 Co-founded the successor Halbert Hargrove Global Advisors, LLC, a Registered Investment Advisor (RIA). HHGA is a fiduciary investment mana...

More Info

James Sullivan

Licensed Professional Fiduciary

ConservaTrust Fiduciary Services

Southern California and in some instances, worldwide

We serve by assisting clients manage their household and business affairs when they either cannot, due to medical or other circumstances, or they wish to no longer be burdened so they may travel or not feel the daily str...

More Info

Karen Fritz

Professional Fiduciary

Trusted Care Fiduciary Services

Los Angeles County Orange County Riverside County San Bernardino County

I became a licensed fiduciary in 2010 after spending most of my career in Human Resources as director for a major international law firm. I taught at UCLA Extension in the Legal and Human Resources Department for approx...

More Info

Karin Finnegan

Trust Officers

Farmers and Merchants Trust Co.

South Bay, Long Beach & Orange County

Karin and Ryan assist clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.

More Info

Lee Ann Hitchman

Fiduciary, Independent Trustees and Certified Care Managers

Hitchman Fiduciaries

Greater Southern California

Lee Ann helps any elder who needs an advocate for either financial or care challenges. Families and beneficiaries who are in disagreement over trust administration. Beneficiaries with special needs, including mental heal...

More Info

Lee Vieira

Loan Officer

Cherry Creek Mortgage

Seal Beach, Lakewood, Bellflower, Compton, Cerritos, Huntington Beach, Torrance, Carson, San Pedro, Cypress, Manhattan B... See More

Lee helps people who are looking to stay in their home without worrying about having to pay a mortgage payment and possibly pay off other obligations to make their lives earlier. His specialties include: Reverse Mortgage...

More Info

Leslie Wiberg

Wealth Manager

WealthSpring

Long Beach, Orange County, South Bay

Leslie helps those getting ready to retire in the next 5-10 years and senior citizens who need financial guidance and/or assistance. As a Certified Financial Planner she helps with retirement planning, budgeting and esta...

More Info

Ryan Eichenauer

Trust Officers

Farmers and Merchants Trust Co.

South Bay, Long Beach & Orange County

Karin and Ryan assist clients who are looking to name a corporate trustee for their revocable and/or irrevocable trusts, as well as those who need assistance with their overall investment management.

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Tammy Wong

First Vice President - Team Leader (Specialty Banking/Trust and Estates/Fiduciary Banking)

Axos Bank

Long Beach, Los Angeles, Torrance

Tammy helps clients of Trust and Estate Attorneys in need of customized accounts. She accommodates the following types of accounts: Probate, Guardianships, Conservatorships, Special Needs Trust, and many more.

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Tom DiLeo

Retirement Mortgage Planner/Senior Advisor

Finance of America Mortgage Llc

Serving all of California

Tom specializes in helping people 60 year and older manage their retirement finances through reverse mortgages.

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WEALTH MANAGERS AND CERTIFIED PUBLIC ACCOUNTS

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