Professional Fiduciaries are licensed and regulated by the Professional Fiduciaries Bureau. 916-574-7340
SD Coastal fiduciary services
© Copyright Coastal daily money management, LLC
Jan Matthews, CLPF #840, Owner
- California Licensed Professional Fiduciary #840
- Certified National Guardian
- Bachelor's of Science Degree, Cal Poly, Pomona
- Over 26 year of bank management experience
- Financial Educator for ages preschool to senior citizens
- Trust Services
- 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