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Fiduciarys in California

Fiduciarys in Los Gatos, CA

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Here is a complete directory of nearly every local Fiduciarys in Los Gatos, CA.

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11 results found

Randy Mccalla Los Gatos, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Biotechnology Professional • Biologist • Biological Scientist • Computer Software Professional • Software Developers • Executive Compensation • Chief Executive • Physician

Experience & Education

Office:
McCalla & McOwen LLP
229 W. Main Street, Los Gatos, CA
Specialties:
Corporate Law, Winery Law
ISLN:
909945440
Admitted:
1995
Full Profile

Dave Katra Los Gatos, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chief Executive • Entertainment Professional • Entertainer

Experience & Education

Position:
Owner at Senior HomeLife Solutions
Title:
Your one-stop source for your Senior HomeLife needs
Location:
Los Gatos, California
Industry:
Consumer Services
Work history:
Senior HomeLife Solutions - Los Gatos, CAOwnersince Jan 2013Trusted Solutions Los Gatos, "Your Life, Your Estate, Your Legacy" CA Licensed Professional FiduciaryMar 2006 - Jan 2013
Skills:
Guardianship, Estate Planning
Full Profile

Lisa Green Los Gatos, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Contractor • Construction • Counselor • Supporting Member • Advisor • Team Member • Chairperson • Owner • Chief Executive • Certified Nurse Aide • Nurse • Nurse Practitioner • Sewer • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Independent Business Owners • Sales Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Entertainer

Experience & Education

Position:
President & Owner, Simply Green Plumbing, Inc at Simply Green Plumbing, Inc.
Title:
Plumbing Contractor Extraordinaire
Location:
Los Gatos, California
Industry:
Construction
Work history:
Simply Green Plumbing, Inc. - Los GatosPresident & Owner, Simply Green Plumbing, Incsince 1988Keller Williams Realty, San Jose Ca 95119 Real Estate ConsultantApr 2010 - Apr 2011
* Develop fiduciary relationship with owner
Full Profile

Ben Aslan Los Gatos, CA

Professions & Specialties

Trust Law Attorney • Lawyers • Senior Vice President • Vice President • Chief Executive • Financial Manager • Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Sr. Vice President - Wealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Title:
Senior Vice President - Wealth Management, Senior Portfolio Manager at UBS Financial Services, Inc.
Location:
Los Gatos, California
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. - Los Gatos, CASr. Vice President - Wealth Management, Senior Portfolio Managersince Feb 2012Citi Personal Wealth Management, Smith Barney, Citigroup Global Markets Sr. Vice President - Wealth Management, Senior Portfolio ManagerJul 2004 - Feb 2012
Skills:
Asset Allocation, Mutual Funds, Series 63, Wealth Management, Risk Management, Series 7,...
Certifications:
Accredited Investment Fiduciary® (AIF®)
Full Profile

Kitty Mora Los Gatos, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Buyer • Buyer and Seller • Premier • Government Service Executive • Government Administration Officer • Civil Servant • Banker • Financial Services Professional • Financial Services Sales Agent • Bachelor of Science • Property Manager • Real Estate Manager

Experience & Education

Specialties:
Residential sales, Luxury homes, First time home buyers, Relocation
Work:
Coldwell Banker
Los Gatos, CA
(408) 348-3155 (Phone)
License #01439927
Client type:
Home Buyers, Home Sellers
Property type:
Single Family Home, Condo/Townhome
Interests:
Kitty has lived in the Bay Area her whole life. Raised in Los Altos, growing up in Saratoga, and currently residing in Los Gatos, she has experienced the evolving Silicon Valley. Investing in real estate since 1996, she is very familiar with its territories, school districts, & property values. She is married and has 2 children. She trained with Team in Training to benefit the Leukemia & Lymphoma Society and completed the Chicago and Boston Marathons. Currently training for the San Francisco Women's Nike Marathon to benefit the Leukemia & Lymphoma Society.
Awards:
Top Producer
Full Profile

Ernie Hayden San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Owner • Chief Executive • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Owner, Enrolled Agent at The Taxorcist
Title:
Enrolled Agent
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
The Taxorcist - Los Gatos, CAOwner, Enrolled Agentsince Dec 2010H&R Block Master Tax Advisor (EA)Jan 2004 - Nov 2010
Full Profile

Kim Hope San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Manager • Operations Manager • Supporting Member • Construction • Team Member

Experience & Education

Position:
Acquisition Manager at Quick Strike Distressed Real Estate Fund, Receiver Associate at Receivers...
Title:
Acquisition Manager at Quick Strike Distressed Real Estate Fund
Location:
San Francisco Bay Area
Industry:
Real Estate
Work history:
Quick Strike Distressed Real Estate Fund - Los Gatos, CAAcquisition Managersince 2009Receivers Incorporated Receiver Associatesince 1996
Full Profile

Jessica Buchholz San Francisco, CA

Professions & Specialties

Fiduciary • Notary • Trust Law Attorney • Lawyers • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Philanthrope • Security • Non-Profit • Team Leader • Operations Manager • Designers • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Trust Administrator at Enterprise Trust & Investment Company
Title:
Trust Administrator
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Enterprise Trust & Investment Company - Los Gatos, CATrust Administratorsince Apr 2008M&I Wealth Management - Milwaukee, WITrust OperationsJul 2006 - Oct 2007
Full Profile

Jj Martin San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Manager • Operations Manager • Project Managers • Psychologist • Psychology Specialist

Experience & Education

Position:
State Licensed Fiduciary at Martin Fiduciary Services
Location:
San Francisco Bay Area
Industry:
Computer Hardware
Work history:
Martin Fiduciary Services - Los Gatos, CAState Licensed Fiduciarysince Jan 2009Seagate Technology Manager of Corporate CommunicationsFeb 2003 - Mar 2009
Full Profile

John List San Francisco, CA

Professions & Specialties

Attorney At Law • Law Specialist • Lawyers • Judge • Document Reviewer • Judicial Law Clerk • Student Lawyer • Trust Law Attorney • Board Member • Chief Administrative Officer • Management Team Executive • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Guide • Tour Guide • Office Clerk • Clerical Specialist • Contractor • Computer Software Professional • Software Developers • Student Worker • Independent Business Owners

Experience & Education

Position:
Attorney at Law at Rutledge & Rutledge, Member, Board of Directors at Los Gatos Public Media
Title:
Attorney at Rutledge & Rutledge
Location:
San Francisco Bay Area
Industry:
Law Practice
Work history:
Rutledge & Rutledge - Santa Cruz, CaliforniaAttorney at Lawsince Oct 2012Los Gatos Public Media - Los Gatos, CAMember, Board of Directorssince Feb 2012
Skills:
Trade Secrets, Copyright Law, Civil Litigation, Legal Discovery, Legal Research, Legal Writing,...
Languages:
English, German
..factual issues relating to corporate fiduciary duty
Full Profile

Patrick Welch San Francisco, CA

Professions & Specialties

Broker Associate • Licensed Real Estate Broker • Real Estate Sales Agent • Property Manager • Real Estate Manager • Banker • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Broker Associate at Coldwell Banker Commercial NRT, Broker Associate at Coldwell Banker Residential ...
Title:
Broker Associate at Coldwell Banker Real Estate
Location:
San Francisco Bay Area
Industry:
Commercial Real Estate
Work history:
Coldwell Banker Commercial NRT Broker Associatesince Apr 1995Coldwell Banker Residential Brokerage - 410 N. Santa Cruz Avenue, Los Gatos, CA 95030Broker Associatesince Apr 1995
Certifications:
California Licensed Real Estate Broker
California Licensed Professional Fiduciary (CLPF)
Full Profile

Fiduciarys near Los Gatos, CA01530456075San JoseSunnyvaleMountain ViewSanta ClaraCampbellLos AltosCupertinoSanta CruzMilpitasSaratoga


Fiduciarys around Los Gatos, CA

Campbell  (9)
Cupertino  (7)
Los Altos  (7)
Milpitas  (5)
Mountain View  (10)
San Jose  (73)
Santa Clara  (10)
Santa Cruz  (6)
Saratoga  (2)
Sunnyvale  (13)

Fiduciarys in California

Sub-specializations

Fiduciary  (11)