© Copyright Coastal daily money management, LLC

Jan Matthews, CLPF #840, Owner

SD Coastal fiduciary services

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

www.fiduciary.ca.gov

  • 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