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 Glaeser

CA Licensed Professional Fiduciary

Activ Trust Management

Greater Los Angeles area, Long Beach and surrounding coastal communities, and San Gabriel Valley.

I am a CA Licensed Professional Fiduciary with experience acting as a Trustee, Conservator of the Estate/Person, Power of the Attorney for Estate/Health, Special Needs Trustee and Administrator of the Estates – private...

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Chris Lee

Executive Director, Private Banking

J.P. Morgan

Orange County, LA County, and 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 management...

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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 s...

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Karen Codman

Investment Advisor Representative, Accredited investment fiduciary

Lunaria Wealth Management and Financial Planning

Long Beach, Cerritos, Los Alamitos, Seal Beach, Lakewood, North Orange County – Huntington Beach, etc., and South Bay

Karen joined the financial services industry in 1996 and has been responsible for the investments of hundreds of clients ever since. Because many people find managing their finances to be stressful and intimidating, she ...

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Karen Fritz

Professional Fiduciary

Trusted Care Fiduciary Services

Los Angeles County, Orange County, Riverside County, and 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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Keenan Brown

California Licensed Professional Fiduciary

Brown Management

Southern California

Keenan Brown, the founder of Brown Management, is a seasoned Legacy and Complex Assets Expert. He has dedicated his career to guiding discerning families through the intricate challenges of wealth and succession.

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Leah McCue


McCue Fiduciary Services

Los Angeles County and Orange County

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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 Mortgages...

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Leslie Wiberg

Wealth Manager


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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Michael McCullough


McCullough Financial

While Michael is based in Irvine, CA, he serves clients both locally and nationwide.

Michael has over 15 years of experience in financial advisory services, specializing in investment, retirement, and tax planning. McCullough Financial was established in 2020 and he is dedicated to helping clients plan f...

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Natalie Keam

Advisory Manager - Fiduciary Accounting Services


Greater Southern California

Natalie manages the preparation of accountings for probate, estates, trusts, conservatorships and guardianships in accordance with the local probate code.

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