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Jan Matthews, Professional Fiduciary

​SD Coastal Fiduciary Services


Experience 

Jan Matthews, CLPF, NCG, DMM, Owner


  • California Licensed Professional Fiduciary, License #840
  • Certified National Guardian
  • Member of American Association of Daily Money Managers
  • Bachelor's of Science Degree, Cal Poly, Pomona
  • Over 26 years of bank management experience 
  • Financial Educator for ages preschool to senior citizens
  • Trust Services
  • ​Probates
  • Real Estate Licensee
  • Property Management
  • Experience in working with Social Security, PERS, VA and multiple insurance agencies to resolve issues​
  • Volunteer - Encinitas Rotary, Alzheimer's Association Advocate, local San Diego County Schools and numerous non profit organizations

Professional Fiduciaries are licensed and regulated by the Professional Fiduciaries Bureau.  916-574-7340

www.fiduciary.ca.gov