Member Directory

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We request the contact information of the members of the Fiduciary Round Table of San Gabriel Valley be used only to contact a member, and NOT be used to send spam or bulk mailings. If you are a member and suspect you are receiving spam because of this posting, please report this infraction to our webmaster immediately.

Deadline November 8, 2017 to be in the paper directory. Applications submitted after November 8, 2017 will be listed on the website only. To submit an application, see our Membership page.


Dennis Barrocas

Cornerstone R/E Management, Inc.
Work 540 El Dorado St., Suite 101 Pasadena 91101 Cell Phone: 626-664-1760 Work Phone: 626-577-3060 Work Fax: 626-577-2062 Website:
Categories: Real Estate Services

Carrie Benuska

John Aaroe Group
Work 42 S. Pasadena Ave. Pasadena 91105 Cell Phone: 626-840-9149 Website:
Categories: Real Estate Services

Jennifer Bigelow

Eddy & Schein, Inc.
Work 711 E. Walnut St., #108 Pasadena 91101 Cell Phone: 626-221-5721 Work Phone: 626-395-7572 Work Fax: 626-639-3539 Website:
Categories: Organizing / Form Management
Work 1201 W. Huntington Dr., #108 Arcadia 91007 Cell Phone: 626-440-9511 Work Phone: 626-440-9511 Work Fax: 626-793-0876 Website:
Categories: Accounting, Tax Services

Mary Bowser

Wells Fargo Private Mortgage Banking
Work 72 W. Montecito Sierra Madre CA 91105 Work Phone: 626-585-4370 Cell Phone: 626-617-2537 Work Fax: 866-683-6795 Website:
Categories: Real Estate Services, Reverse Mortgages

Joan Branin

Joan Branin, CFP
Work 700 S. Lake Ave., #221 Pasadena 91106 Cell Phone: 626-665-7700 Work Phone: 626-665-7700
Categories: Financial Planning, Insurance

Gannon R. Brown

Interim Healthcare of Pasadena
Work 140 S. Lake Ave., Suite 254 Pasadena 91101 Cell Phone: 626-379-8005 Work Phone: 626-219-6348 Work Fax: 626-219-6398 Website:
Categories: Home Care

David Burns

TIAA Trust Company
Work 35 N. Lake Ave. Pasadena 91101 Cell Phone: 626-755-6136 Work Phone: 626-432-6379 Work Fax: 626-432-6337 Website:
Categories: Trust Services - Corporate

Christopher Bury

Law Office of Christopher A. Bury
Work 500 Cordova St. Pasadena 91101 Work Phone: 626-796-3733 Website:
Categories: Attorney - Other, Attorney - Probate & Estate

Jim Cashion

Cashion Consulting, Inc.
Work 100 E. Corson St., Suite 200 Pasadena 91103 Cell Phone: 818-726-3333 Work Phone: 818-507-6926 Work Fax: 818-230-0497 Website:
Categories: Accounting

Donna Chaney, CPA, PFS

Chaney Financial Services, Inc.
Work 655 N. Central Ave., 17th Floor Glendale 91203 Work Phone: 626-768-0080 Work Fax: 626-376-9240 Website:
Categories: Financial Planning, Investment Advisor

Gary Clark

Clark Asset Management + Associates, Inc.
Work P.O. Box 8278 La Crescenta 91224 Cell Phone: 818-625-3429 Work Phone: 818-236-3794 Website:
Categories: Investment Advisor

Cara Clarke

First Team
Work 2555 E. Colorado Blvd., Suite 400 Pasadena CA 91107 Cell Phone: 310-893-4818 Work Fax: 866-975-7332 Website:
Categories: Care Management, Home Care

Janice Cohen

Retirement Funding Solutions
Work 416 S. Reese Pl. Burbank 91506 Cell Phone: 732-740-9573 Work Phone: 732-740-9573 Work Fax: 888-977-1277 Website:
Categories: Reverse Mortgages

Joseph Concialdi

Right at Home
Work 1250 E. Walnut St., Suite 220 Pasadena 91106 Cell Phone: 909-731-5469 Work Phone: 626-584-8130 Work Fax: 626-584-8132 Website:
Categories: Home Care

John Cooper

Private Trustee
Work P.O. Box 50101 Pasadena CA 91105 Cell Phone: 323-240-3993 Work Fax: 866-395-1402
Categories: Estate Administrator, Trust Services - Private

Jan Copley

Pasadena Law Group
Work 155 N. Lake Ave., Suite 800 Pasadena 91101 Work Phone: 626-696-3145 Website:
Categories: Attorney - Probate & Estate

Calvin Cummings

Valbridge Property Advisors | Cummings Appraisal Group, Inc.
Work 99 S. Lake Avenue, Suite 21 Pasadena 91101 Cell Phone: 626-826-1452 Work Phone: 626-498-2990 Website:
Categories: Appraiser - Real Property, Real Estate Services

Lorraine Cummings, LCSW, C-ASWCM

Cummings Care Management, Inc.
Work P.O. Box 476 Sierra Madre 91025 Cell Phone: 626-201-1717 Work Phone: 626-201-1717 Work Fax: 626-798-2792 Website:
Categories: Care Management, Psychotherapy

Monica Dallalzadeh

First Foundation Bank
Work 301 N. Lake Ave., Suite 115 Pasadena 91101 Cell Phone: 626-344-3904 Work Phone: 626-993-1330 Work Fax: 626-993-1360 Website:
Categories: Financial Planning