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Fiduciarys in California

Fiduciarys in San Rafael, CA

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Here is a complete list of nearly all experienced Fiduciarys in San Rafael, CA.

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7 results found

Marlene Getchell San Rafael, CA

Professions & Specialties

Partner • Chief Executive

Experience & Education

Address:
790 Mission Ave, San Rafael, CA 94901 - Property Information
Phone:
(415) 457-8830 (Office)
Specialties:
Estate Planning - 34%(48 years)
Probate - 33%(48 years)
Licenses:
California - Active     1976
Experience:
Partner at Law Offices of Kleines, Ballati & Getchell     1977-1991
School:
University of California, Hastings College of the Law     
School:
Univ of California Davis     
Awards:
Wiley W. Manuel Award - Board of Governors of the State Bar of California     2007
Associations:
Marin County Bar Association - President Elect     2008

Marlene Pappas Getchell has been certified by the State Bar of California as a specialist in Estate ...

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William Smith San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Tax Preparer • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Tax Accountant • Chairperson • Owner • Chief Executive • Event Manager • Tutor • Sports Trainer • Sports Trainers • Head Chef • Chef • Food Preparer • Food Preparation Worker • Event Planner • Independent Contractor • Advisor • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Operations Manager • Financial Manager • Educator • Education Professional • Instructor • Head Cook • Cooks • Personal Care Aide • Sales Representative • Banquet Server • Restaurant Server • Food Server • Puchasing and Estimating Manager • Watchman

Experience & Education

Position:
President at Terra Linda Financial Planning, President at Terra Linda Tax Savings, Tutor, Math...
Title:
Complete line of financial services, expert tax consultation, preparation, & audit representation. Accounting services
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Terra Linda Financial Planning - 590 Thyme PlPresidentsince Jan 2010Terra Linda Tax Savings - 590 Thyme Pl, San Rafael, CA 94903Presidentsince May 2008
Skills:
Small Business, Accounting, Non-profits, Tax Preparation, Restaurants, Financial Planning, Setting...
Languages:
French
Certifications:
Enrolled Agent, Internal Revenue Service/Dept. of Treasury
Certified Financial Planner (in process), CFP
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Elizabeth Ospital San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Accounting Clerk • Accounting Bookkeeper • Bookkeeper • Board Member • Treasurer • Management Team Executive • Operations Manager • Financial Officer • Financial Manager • Income Tax Preparer • Tax Accountant • Chief Executive • Partner • Bachelor of Science • Support Worker • Office Clerk • Clerical Specialist • Student Worker • Sales Representative

Experience & Education

Position:
Tax Staff Accountant at Friedlander Cherwon Capper LLP, Board of Directors, Treasurer at Ko-Ri, Inc.
Title:
Tax Staff Accountant at Friedlander Cherwon Capper LLP
Location:
San Francisco Bay Area
Industry:
Accounting
Work history:
Friedlander Cherwon Capper LLP - San Rafael, CATax Staff Accountantsince Sep 2012Ko-Ri, Inc. - San Francisco Bay AreaBoard of Directors, Treasurersince Jul 2012
Languages:
Spanish
Certifications:
CTEC, California Tax Education Council
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George Carver San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Executive • Advisor • Counselor • Independent Contractor • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Seeking Position at In Transition to Development Executive for Arts Organizations, Advisor &...
Title:
Seeking Position at In Transition to Development Executive for Arts Organizations
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
In Transition to Development Executive for Arts Organizations - San Rafael, CASeeking Positionsince Jun 2013Self-employed advisor Advisor & Fiduciary Consultantsince Jan 2012
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Kari Paulsey San Rafael, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Program Director • Vice President • Development Director • Founding Member • Operations Manager • Chief Executive • HR Manager • Sales Support • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Model • Sports Trainer • Sports Trainers • Owner • Marketing Manager • General and Operations Manager • Director of Operations • Project Managers • Counselor • Custodian • Leadership Think Tank • Project Manager • Managers • Team Member • Advisor • Custodial Worker • Cleaners • Analysts • Psychologist • Accounting Bookkeeper • Bookkeeper • Recruitment • School Administrator • Educational Manager • Field Marketing Specialist • Marketing Administrator • Psychology Specialist

Experience & Education

Position:
Vice President, Senior Program Manager, Enterprise Risk Strategy and Integration at Union Bank
Title:
Senior Program Manager at Union Bank
Location:
San Rafael, California
Industry:
Executive Office
Work history:
Union Bank - San Francisco Bay AreaVice President, Senior Program Manager, Enterprise Risk Strategy and Integrationsince Apr 2012BlackRock - San FranciscoVice President, iShares Professional Development Manager2010 - 2012
Skills:
Strategy, Planning, Implementation, Project Management, Leadership, Coaching, Training,...
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Christopher Carey San Francisco, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Director • Vice President • Operations Manager • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelors Degree • Advisor • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Director, Private Lending Group at Pacific Bay Lending, Inc.
Title:
Private Money Mortgage Lender / Hard Money Mortgage Lender / Trust Deed Investments
Location:
San Francisco Bay Area
Industry:
Financial Services
Work history:
Pacific Bay Lending, Inc. - San Rafael, CADirector, Private Lending Groupsince Sep 2012Pacific Private Money - Novato, CAVP - ProductionSep 2010 - Aug 2012
Skills:
Private Money Loans, Investor Services, Real Estate Finance, Loans, Credit, Money, Self-directed,...
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Kyle Frazier San Rafael, CA

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Agent • Sales Representative • Buyer • Buyer and Seller • Founder • Chairperson • Founding Member • Chief Executive • Construction • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Real Estate Sales Agent • Property Manager • Real Estate Manager

Experience & Education

Work:
Christie's Great Estates | Morgan Lane Marin
Kentfield, CA
(415) 350-9440 (Phone)
Interests:
Reading, soccer, spending time with my family.
About:
Kyle Frazier, Broker Associate, Morgan Lane Marin Real Estate, is a designated Certified...
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Fiduciarys near San Rafael, CA02144286428561,070San FranciscoNovatoRichmondMill ValleySausalito


Fiduciarys around San Rafael, CA

Mill Valley  (3)
Novato  (5)
Richmond  (3)
San Francisco  (1,067)
Sausalito  (1)

Fiduciarys in California

Sub-specializations

Executor  (1)
Fiduciary  (7)