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.

To submit an application, see our Membership page.

Though this website has the most current information, click here to download a print copy of the 2022 – 2023 Member Directory.

You may use the alpha character to find a member by their last name.


Kirk Marangi

Kirk Marangi Economic Valuations
Work 225 S. Lake Ave., Suite 300 Pasadena 91101 Cell Phone: (626) 627-7992Work Phone: (626) 627-7992Website:
Categories: Business Valuation
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Roberta Marr

Trust Properties USA
Work 7923 Sale Ave. West Hills 91304 Cell Phone: (860) 917-0418Work Phone: (310) 362-4836Website:
Categories: Real Estate Services, Trust Services - Private
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Heidi Mattson

Wright Kim Douglas, ALC
Work 130 S. Jackson St. Glendale 91205 Cell Phone: (714) 496-1344Work Phone: (626) 356-3900Website:
Categories: Attorney - Probate & Estate, Attorney - Probate & Litigation
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Don McCue

Reverse Mortgages Plus
Work 15895 Jackson Dr. Fontana 92336 Cell Phone: (828) 482-9771Work Phone: (909) 822-3036Work Fax: (626) 387-6440Website:
Categories: Financial Planning, Reverse Mortgages
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Alfredo Mejia

CIBA Real Estate
Work 830 S. Myrtle Ave. Monrovia 91016 Cell Phone: (626) 841-0599Work Phone: (626) 841-0599Website:
Categories: Real Estate Services
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Mindy Morrison

Back Office People
Work 2953 Honolulu Ave., #4 La Crescenta 91214 Cell Phone: (818) 669-9659Work Phone: (818) 669-9659Website:
Categories: Bookkeeping & Fiduciary Accounting
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Eric Olson

Baker, Olson, LeCroy & Danielian
Work 100 W. Broadway, #990 Glendale 91210 Cell Phone: (626) 224-5619Work Phone: (626) 224-5619Website:
Categories: Attorney - Other, Attorney - Probate & Litigation
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Kenny Ossen

Senior Living Advocates
Work 8900 Jaylee Dr. San Gabriel 91775 Cell Phone: (626) 222-0629Work Phone: (626) 222-0629Website:
Categories: Relocation Services, Retirement Community
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Antoinette Painter

Advocates for Aging
Work 449 W. Foothill Blvd., Suite 309 Glendora 91741 Cell Phone: 626-771-6964Work Phone: 626-771-6964Work Fax: 800-303-6510Website:
Categories: Care Management, Health and Wellness
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David Painter

Advisors In Placement, Inc
Work 928 N. Woodbine Way Azusa 91702 Cell Phone: 310-801-8560Work Phone: 310-801-8560Website:
Categories: Care Management, Relocation Services
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Carol Peters

Law Office of Carol A. Peters
Work 1107 Fair Oaks, Suite 102 South Pasadena 91030 Cell Phone: 626-375-1394Work Phone: 626-793-9383Website:
Categories: Attorney - Elder Law, Attorney - Probate & Estate
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Howard Raff

Diversified Securities, Inc.
Work 511 E. Mendocino St. Altadena 91001 Cell Phone: (626) 712-4920Work Phone: (626) 712-4920Website:
Categories: Financial Planning, Investment Advisor
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Nevino Rocco

Homewatch CareGivers of Pasadena
Work 12 S. Raymond Ave., Suite C Pasadena 91105 Cell Phone: (310) 729-1225Work Phone: (626) 386-2425 ext 101Work Fax: (626) 314-2524Website:
Categories: Home Care
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Julie Sagatelian

Waddell & Reed
Work 70 S. Lake Ave., Suite 950 Pasadena 91101 Cell Phone: (626) 688-8810Work Phone: (626) 356-7556Website:
Categories: Financial Planning, Investment Advisor
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Maryanne Sawoski, RN BSN PHN CCM

Continuity Care Home Nurses
Work 12722 Riverside Dr., Suite 108 North Hollywood 91607 Cell Phone: (818) 730-8490Work Phone: (818) 753-5106Work Fax: (818) 753-0014Website:
Categories: Home Care, Home Health & Skilled Care
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Irv Selman

Selman Insurance Services – Life Settlements
Work 23151 Mariano St. Woodland Hills 91367 Cell Phone: (818) 590-6910Work Phone: (818) 590-6910Work Fax: (818) 301-5193Website:
Categories: Financial Planning, Insurance
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Joseph Sirgy

Trilogy Financial Services
Work 1000 Lakes Dr., Suite 325 West Covina 91105 Cell Phone: (626) 644-1103Work Phone: (626) 646-1106Work Fax: (626) 918-0990Website:
Categories: Financial Planning, Insurance
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Stephen Smith

Meridian Real Estate Appraising & Consulting
Work 2476 E. Mountain St. Pasadena 91104 Cell Phone: (310) 908-1779Work Phone: (213) 236-3669Website:
Categories: Appraiser - Real Property, Real Estate Services
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Ron Stoffers

RAS Consulting & Fiduciary Services
Work 2960 Huntington Dr., #80498 San Marino 91118 Cell Phone: (626) 818-9479Work Phone: (626) 818-9479
Categories: Conservator, Estate Administrator
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Lorine Stoikowitz

Gentle Transitions of California
Work 826 Random Ln. Bradbury 91010 Cell Phone: (626) 476-2461Work Phone: (800) 619-3049Website:
Categories: Relocation Services
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