Fiduciary Round Table

Member Directory

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

A B C D E F G H I J K L M N O P R S T U V W

Joe Napoli

REMAX Innovations
Work P.O. Box 3550 San Dimas 91773 Cell Phone: 626-825-4863Work Phone: 626-825-4863Website: joenapoli.netET
Categories: Real Estate Services
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Michael Noll

Michael Noll Professional Fiduciary
Work P.O. Box 1147 Sierra Madre 90125 Cell Phone: 626-818-5564Work Phone: 626-657-2287
Categories: Estate Administrator, Trust Services - Private
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Andrew Nutbrown

Trust Law Partners, LLP
Work 234 E. Colorado Blvd., Suite 800 Pasadena 91101 Work Phone: 626-956-3500Website: trustlawpartners.com
Categories: Attorney - Probate & Estate, 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: 626-222-0629Work Fax: 626-380-4404Website: seniorlivingadvocates.org
Categories: Care Management, Relocation Services
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Jenna Pacini

Gently Guided
Work 556 S. Fair Oaks Ave., #513 Pasadena 91105 Cell Phone: 626-419-1771Work Phone: 626-419-1771Website: gentlyguided.com
Categories: Care Management, Health and Wellness
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Gary Pia

Mission Street Wealth Planning
Work 530 Martos Dr. South Pasadena 91030 Cell Phone: 626-233-2645Work Phone: 626-233-2645Website: missionstreetwealth.com
Categories: Financial Planning, Investment Advisor
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Howard Raff

LPL Financial
Work 511 E. Mendocino St. Altadena 91001 Cell Phone: 626-712-4920Work Phone: 626-712-4920
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: 626-386-2425Work Fax: 626-386-2425Website: hwcg.com/pasadena
Categories: Care Management, Health and Wellness
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Sarah Rogers

Sarah Rogers Group / The Agency
Work 225 S. Lake Ave. Pasadena 91101 Cell Phone: 626-390-0511Work Phone: 626-390-0511Website: sarahrogersrealestate.com
Categories: Real Estate Services
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Cindy Rude

CalPrivate Bank
Work 164 N. Encinitas Ave. Monrovia 91016 Cell Phone: 626-255-5457Work Phone: 626-255-5457Website: calprivate.bank
Categories: Financial Planning, Investment Advisor
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Julie Sagatelian

Waddell & Reed Financial Advisors
Work 70 S. Lake Ave., Suite 950 Pasadena 91101 Cell Phone: 626-688-8810Work Phone: 626-356-7556Website: yourfinancialfuture.wradvisors.com
Categories: Financial Planning, Insurance
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Joseph Sampson

Forest Lawn Memorial Parks & Mortuaries
Work 632 Orange Grove Ave. Glendale 91205 Cell Phone: 323-394-7118Work Phone: 323-394-7118Website: forestlawn.com
Categories: Insurance, Real Estate Services
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Silvia Samuelson

Villa Gardens
Work 842 E. Villa St. Pasadena 91101 Cell Phone: 626-831-4438Work Phone: 626-831-4438Website: villagardens.org
Categories: Residential Care, Retirement Community
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Maryanne Sawoski

Continuity Care Home Nurses, Inc.
Work 4705 Laurel Canyon Blvd., Suite 301 Valley Village 91607 Cell Phone: 818-730-8490Work Phone: 818-753-5106Work Fax: 818-753-0014Website: cchomenurses.com
Categories: Home Care, Home Health & Skilled Care
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Tyler Schultz

Ibar Special Needs Trust Advisors
Work 910 Huntington Dr. San Marino 91108 Cell Phone: 626-260-5577Work Phone: 626-570-4888Website: ibarinc.com
Categories: Trust Services - Corporate
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Susan Shepley-Perez

1st American Mortgage Corporation
Work 2078 Paseo Ynez San Dimas 91773 Cell Phone: 626-483-6280Work Phone: 626-483-6280Website: 1stamc.com
Categories: Real Estate Services, Reverse Mortgages
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Peter Singer

Higgins, Marcus & Lovett, Inc.
Work 800 S. Figueroa St., Suite 710 Los Angeles 90017 Cell Phone: 626-253-0317Work Phone: 213-617-7775Website: hmlinc.com
Categories: Business Valuation
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Joseph Sirgy

Trilogy Financial Services
Work 1000 Lakes Dr. West Covina 91790 Cell Phone: 626-644-1103Work Phone: 626-646-1106Website: trilogyfs.com
Categories: Financial Planning, Investment Advisor
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Stephen Smith

Meridian Professional Real Estate Appraising & Consulting, Inc.
Work 515 S. Flower St., Suite 1800 Los Angeles 90071 Cell Phone: 310-908-1779Work Phone: 213-236-3669Work Fax: 213-232-3256
Categories: Appraiser - Real Property, Real Estate Services
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Ron Stoffers

Foundation Fiduciary
Work 2960 Huntington Dr., #80498 San Marino 91108 Cell Phone: 626-818-9479Work Phone: 626-818-9479Website: foundationfiduciary.com
Categories: Estate Administrator, Estate Liquidation
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