Fiduciary Licensing since 2009 A Report from Sacramento

Marguerite Lorenz 2Marguerite C. Lorenz, CTFA, CLPF
Certified Trust and Financial Advisor
California Licensed Professional Fiduciary #319

Appointed by Governor Brown to the Professional Fiduciaries Advisory Committee in May 2012, Marguerite is serving a four year term. She will be providing a report of the history of the licensing profession and the latest news and outcomes of the agenda items on the last Advisory Committee meeting in Sacramento, with the Dept. of Consumer Affairs Director of the Professional Fiduciaries Board. The Advisory Committee provides valuable information and feedback to the licensing regulators about the issues of the fiduciary occupation.Marguerite C. Lorenz has been serving as a Trustee as a Principal at Lorenz Fiduciary Services, Inc. since 2003 and is licensed as CLPF #319.

Earlier, Marguerite was an EA/Enrolled Agent and a manager at QuireFinancial Services from ’96-’03. She received her Certification as a Certified Trust and Financial Advisor through the Institute of Certified Bankers and the American Bankers Association in 2005, and Certificate in Professional Fiduciary Management from California State University Fullerton in 2007. As a contributing writer to “The Chronicle” (Temecula/Murrieta) and Vintage Magazine, Marguerite has also been published in Lawyer Magazine (International), and the North County Lawyer Magazine. Marguerite is also the co-author of Ethics for Trustees: A Guide for All Who Serve as Trustee. *Marguerite is the President of the Estate Planning Group Network, and member of the North County Estate Planning Council, San Diego County Bar Association.

As a public speaker, Marguerite is the host of “Estate Planning 101”: a Free Estate Planning Education Workshop Series that provides 12 hours of charity sponsored education to seniors in San Diego and Riverside Counties. Marguerite has spoken to several Rotary Groups in San Diego, and can be heard on past shows on ESPN’s AM 1700 with Mr. Credit (

*ETHICS are a BIG part of serving as a Professional Fiduciary or as an Attorney. So a local Attorney has offered three copies of Lorenz’ book which Family Member Fiduciary Clients have reported as being helpful. Please bring a business card to participate in the opportunity drawing for 1 of the 3 copies.