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Trustee

Insurance Trust Administration
Name City Email Phone
Backhouse, Christine Campbell, CA 95008 christine@backhousefiduciary.com 408-364-1400
Bogg, Jano Arnold, CA janobogg@yahoo.com 209-795-2503
Burdett, CCF, RG, Bonnie Los Altos, CA 94022 bonnie@primefiduciary.com 650-810-1181
Cariveau, Tom Lakeport, CA 95453-1260 tctrustee@yahoo.com 707-263-0808
Chandler, Stevan CCF, RG San Mateo, CA 94401 s-e-chandler@sbcglobal.net 650-344-3233
Conklin, Posie Joyce San Rafael, CA 94903 posiec@fiduciaryadvantage.com 415-491-1133
Cox, Richard, CCF, RG Graeagle, CA racox@psln.com 530-836-0952
Cronin, Nancy A. CCF, RG Burlingame, CA 94011-7032 NaCronin@aol.com 650-340-9873
Davis, Dr. John Rowden D.P.A., CCF, RG Palo Alto, CA 94303-2903 rowddavis@datatamers.com 650-324-2261
De Petris, Jacquie CCF, RG, LCSW Monterey, CA 93940 JKD@elderfocus.com 831-643-2457
Dicken, Patricia, CCF, RG Visalia, CA 93290 rondicken01@comcast.net 559-625-0631
Dicken, Ronald, CCF, RG Visalia, CA 93290 rondicken01@comcast.net 559-732-0759
Dragomir, CCF, RG, Mike San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Gardner, CCF, RG, Michael R. El Cerrito, CA 94530 gardnerfiduciary@sbcglobal.net 510-528-3613
Giffen, Franza Richmond, CA 94801 franza@franzagiffen.com 415-531-8242
Hake, Marilyn Yuba City, CA 95991 horizon@fiduciarysvcs.com 530-673-3669
Helms, Kenna S. Menlo Park, CA kenna@kennahelms.com 650-321-8181
Kaplan, Douglas Davis, CA 95616 douglaskaplan@sbcglobal.net 530-753-6725
Marchi, Gene Mill Valley, CA 94941 gene@marchiandsmith.com 415-383-9777
Neiger, Lisa Lafayette, CA 94549 lisaneiger@earthlink.net 925-256-3969
Nord, Jim CCF, RG Napa, CA 94559 napatrust@aol.com 707-255-5429
Rowsey, Rosalie H. El Cerrito, CA 510-237-3955
Simon, Barbara CCF, RG San Francisco, CA 94146-0490 simonassoc_fiduciary@hotmail.com 415-285-3233
Stine, Joanne Holman Redwood City, CA jstine@prodigy.net 650-556-1495
Wright, Betty M., CCF, RG Sacramento, CA bmw90@sbcglobal.net 916-391-4034

 

Special Needs Trust Administration
Name City Email Phone
Adler, Elizabeth Vallejo, CA 94590 adlerfidu@comcast.net 707-554-9812
Anthony, Joyce Los Altos, CA 94024 joyce@primefiduciary.com 650-787-2704
Backhouse, Christine Campbell, CA 95008 christine@backhousefiduciary.com 408-364-1400
Leo F. Bautista Berkeley, CA 94704 habnfun@pacbell.net 510-332-6826
Berg, Lisa J., CCF, RG Sacramento, CA 95816-1653 lisajberg@earthlink.com 916-563-0200
Bogg, Jano Arnold, CA janobogg@yahoo.com 209-795-2503
Brunson, Ronda, CCF, RG Chico, CA ecs7650@sbcglobal.net 530-879-7650
Burdett, CCF, RG, Bonnie Los Altos, CA 94022 bonnie@primefiduciary.com 650-810-1181
Byrne, Leslie M., CCF, RG San Leandro, CA 94577 lmbyrne@yahoo.com 510-635-0355
Callaway, Elizabeth CCF, RG Oakland, CA 94619-0794 elizcall@earthlink.net 510-530-1720
Cariveau, Tom Lakeport, CA 95453-1260 tctrustee@yahoo.com 707-263-0808
Casazza, Ginny Reno NV gcasazza@clearwire.net 775-331-1266
Chapman, Sidney Santa Cruz, CA 95062 sidney@lifespancare.com 831-469-4900
Chandler, Stevan CCF, RG San Mateo, CA 94401 s-e-chandler@sbcglobal.net 650-344-3233
Conklin, Posie Joyce San Rafael, CA 94903 posiec@fiduciaryadvantage.com 415-491-1133
Cooter, Lucille R. Sunnyvale, CA 94088-1447 lucy@cooterfiduciary.com 408-774-1456
Cox, Richard, CCF, RG Graeagle, CA racox@psln.com 530-836-0952
Crissman, Roger CCF, RG Santa Cruz, CA 95062-1423 rogerc@cruzio.com 831-475-7000
Davis, Dr. John Rowden D.P.A., CCF, RG Palo Alto, CA 94303-2903 rowddavis@datatamers.com 650-324-2261
De Petris, Jacquie CCF, RG, LCSW Monterey, CA 93940 JKD@elderfocus.com 831-643-2457
DeVries, Barbara CCF, RG San Francisco, CA 94103 lmabdv@earthlink.net 415-558-8755
Dicken, Patricia Visalia, CA 93290 rondicken01@comcast.net 559-625-0631
Dicken, Ronald Visalia, CA 93290 rondicken01@comcast.net 559-732-0759
Dolch, Debra, CCF, RG San Francisco, CA 94107 debrajdolch@fiduciaryservices.net 415-543-2121
Dragomir, CCF, RG, Mike San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Ford, Susan A. San Francisco, CA 94133 suford@peoplepc.com 415-674-8973
Gardner, CCF, RG, Michael R. El Cerrito, CA 94530 gardnerfiduciary@sbcglobal.net 510-528-3613
Giffen, Franza J.D. Richmond, CA 94801 franza@franzagiffen.com 415-531-8242
Griffiths, Christina Sacramento, CA 95821 cmpayan@aol.com 916-488-8030
Hake, Marilyn Yuba City, CA 95991 horizon@fiduciarysvcs.com 530-673-3669
Harvey, Cynthia, CCF, RG Chico, CA ecs7650@sbcglobal.net 530-879-7650
Helms, Kenna S. Menlo Park, CA kenna@kennahelms.com 650-321-8181
Huber, Richard E. Coarsegold, CA 93614 rehuber@sti.net 559-658-8500
Isaacs, Frederick L. Tracy, CA 95378 fisaacs2@yahoo.com 209-612-3577
Johnson, Claudia P. Burlingame, CA 94011 cjohnsonpfs@aol.com 650-692-5539
Lambie, Richard H. CCF, RG San Jose, CA 95128-5123 richard@rhlambie.com 408-551-2122
Logan, Jan CCF, RG Sebastopol, CA 95472 janloganppfs@comcast.net 707-823-8263
Marchi, Gene Mill Valley, CA 94941 gene@marchiandsmith.com 415-383-9777
Marshall, Russell CCF, RG Campbell, CA 95009 russ@marshallfiduciary.com 408-874-0999
McVey-Ritsick, Pat CCF, RG Pleasant Hill, CA 94523 PMRFiduciary@comcast.net 925-627-1593
Nesbit-Combs, Deirdre Yountville, Ca 94599 dcgmp@aol.com 415-668-5889
Nord, Jim CCF, RG Napa, CA 94559 napatrust@aol.com 707-255-5429
Ocana, Shelley CCF, RG Santa Rosa, CA 95402-6100 ocana@sonic.net 707-528-1364
Phipps, Scott CCF, RG Oakland, CA 94610 phisco2@yahoo.com 510-508-9588
Ringstrom, Jo Anne Merced, CA 95344 Jringstrom@aol.com 209-384-1776
Rowsey, Rosalie H. El Cerrito, CA 510-237-3955
Schmierer, RG, CCF, CAF, Caron San Rafael, CA 94901 fidresources@aol.com 415-459-3486
Schwarcz, Kim CCF, RG Corte Madera, CA 94925 kschwarcz@comcast.net 415-924-1711
Simon, Barbara CCF, RG San Francisco, CA 94146-0490 simonassoc_fiduciary@hotmail.com 415-285-3233
Sprinkel, Vera E. Larkspur, CA vsprinkel@sbcglobal.net 415-461-2110
Steinke, John "Jack" Salinas, CA 93908 kriebs@redshift.com 831-484-1110
Stine, Joanne Holman Redwood City, CA jstine@prodigy.net 650-556-1495
Thomas, Herb Alameda herb@herbthomas.com 510-749-8358
Toth, Sharon CCF, RG San Leandro, CA 94577 stoth@imtassociates.com 510-352-6000
Wright, Betty M., CCF, RG Sacramento, CA bmw90@sbcglobal.net 916-391-4034

 

Trust Administration
Name City Email Phone
Adler, Elizabeth Vallejo, CA 94590 adlerfidu@comcast.net 707-554-9812
Anthony, Joyce Los Altos, CA 94024 joyce@primefiduciary.com 650-787-2704
Backhouse, Christine Campbell, CA 95008 christine@backhousefiduciary.com 408-364-1400
Banta, Linda CCF, RG Berkeley, CA 94707 banta@pacbell.net 510-526-6465
Leo F. Bautista Berkeley, CA 94704 habnfun@pacbell.net 510-332-6826
Below, Susie L., CCF, RG Oroville, CA 95965 Susie_below@sbcglobal.net 530-532-1757
Berg, Lisa J., CCF, RG Sacramento, CA 95816-1653 lisajberg@earthlink.com 916-563-0200
Bogg, Jano Arnold, CA janobogg@yahoo.com 209-795-2503
Brunson, Ronda, CCF, RG Chico, CA ecs7650@sbcglobal.net 530-879-7650
Burdett, CCF, RG, Bonnie Los Altos, CA 94022 bonnie@primefiduciary.com 650-810-1181
Byrne, Leslie M., CCF, RG San Leandro, CA 94577 lmbyrne@yahoo.com 510-635-0355
Callaway, Elizabeth CCF, RG Oakland, CA 94619-0794 elizcall@earthlink.net 510-530-1720
Cariveau, Tom Lakeport, CA 95453-1260 tctrustee@yahoo.com 707-263-0808
Casazza, Ginny Reno NV gcasazza@clearwire.net 775-331-1266
Chandler, Stevan CCF, RG San Mateo, CA 94401 s-e-chandler@sbcglobal.net 650-344-3233
Chapman, Sidney Santa Cruz, CA 95062 sidney@lifespancare.com 831-469-4900
Conklin, Posie Joyce San Rafael, CA 94903 posiec@fiduciaryadvantage.com 415-491-1133
Cooter, Lucille R. Sunnyvale, CA 94088-1447 lucy@cooterfiduciary.com 408-774-1456
Cox, Richard, CCF, RG Graeagle, CA racox@psln.com 530-836-0952
Crissman, Roger CCF, RG Santa Cruz, CA 95062-1423 rogerc@cruzio.com 831-475-7000
Cronin, Nancy A. CCF, RG Burlingame, CA 94011-7032 NaCronin@aol.com 650-340-9873
Davidson, Edith M. San Leandro, CA 94577-0659 edithdavi@aol.com 510-351-2609
Davis, Dr. John Rowden D.P.A., CCF, RG Palo Alto, CA 94303-2903 rowddavis@datatamers.com 650-324-2261
De Petris, Jacquie CCF, RG, LCSW Monterey, CA 93940 JKD@elderfocus.com 831-643-2457
DeVries, Barbara CCF, RG San Francisco, CA 94103 lmabdv@earthlink.net 415-558-8755
Dicken, Patricia, CCF, RG Visalia, CA 93290 rondicken01@comcast.net 559-625-0631
Dicken, Ronald, CCF, RG Visalia, CA 93290 rondicken01@comcast.net 559-732-0759
Dolch, Debra, CCF, RG San Francisco, CA 94107 debrajdolch@fiduciaryservices.net 415-543-2121
Dragomir, CCF, RG, Mike San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Ford, Susan A. San Francisco, CA 94133 suford@peoplepc.com 415-674-8973
Garcia, CCF, RG, Deborah Union City, CA 94587 deborah@professionalconservator.com 510-441-7056
Gardner, CCF, RG, Michael R. El Cerrito, CA 94530 gardnerfiduciary@sbcglobal.net 510-528-3613
Gray, Linda Pleasanton, CA 925-462-5407
Griffiths, Christina Sacramento, CA 95821 cmpayan@aol.com 916-488-8030
Grimes, John M. Palo Cedro, CA 96073 grimes@grimesandcompanycpas.com 530-547-3450
Hake, Marilyn Yuba City, CA 95991 horizon@fiduciarysvcs.com 530-673-3669
Harvey, Cynthia, CCF, RG Chico, CA ecs7650@sbcglobal.net 530-879-7650
Helms, Kenna S. Menlo Park, CA kenna@kennahelms.com 650-321-8181
Hodges, Scott R., CCF, RG San Francisco, CA 94103 Scotthodges@sbcglobal.net 415-863-1128
Huber, Richard E. Coarsegold, CA 93614 rehuber@sti.net 559-658-8500
Hyden, Timothy San Ramon, CA 94583 www.privatefiduciary.com 925-831-0636
Isaacs, Frederick L. Tracy, CA 95378 fisaacs2@yahoo.com 209-612-3577
Kaplan, Douglas Davis, CA 95616 douglaskaplan@sbcglobal.net 530-753-6725
Johnson, Claudia P. Burlingame, CA 94011 cjohnsonpfs@aol.com 650-692-5539
Lambie, Richard H. CCF, RG San Jose, CA 95128-5123 richard@rhlambie.com 408-551-2122
Logan, Jan CCF, RG Sebastopol, CA 95472 janloganppfs@comcast.net 707-823-8263
Marchi, Gene, CCF, RG Mill Valley, CA 94941 gene@marchiandsmith.com 415-383-9777
Marshall, Russell CCF, RG Campbell, CA 95009 russ@marshallfiduciary.com 408-874-0999
Medvedoff, Sandra S. CCF, RG Walnut Creek, CA 94595 medvedoff@aol.com 707-864-4286
McVey-Ritsick, Pat CCF, RG Pleasant Hill, CA 94523 PMRFiduciary@comcast.net 925-627-1593
Moroney, Mollie CCF, RG Millbrae, CA 94030-0938 mmmfs@pacbell.net 650-692-3417
Neiger, Lisa Lafayette, CA 94549 lisaneiger@earthlink.net 925-256-3969
Nelson, Shirley CCF, RG Walnut Creek, CA 94598 slnfidu@astound.net 925-933-1660
Nord, Jim CCF, RG Napa, CA 94559 napatrust@aol.com 707-255-5429
Ocana, Shelley CCF, RG Santa Rosa, CA 95402-6100 ocana@sonic.net 707-528-1364
Phipps, Scott CCF, RG Oakland, CA 94610 phisco2@yahoo.com 510-508-9588
Ringstrom, Jo Anne Merced, CA 95344 Jringstrom@aol.com 209-384-1776
Rowsey, Rosalie H. El Cerrito, CA 510-237-3955
Roye, Linda Sacramento, CA 95816-1298 lroye@surewest.net 916-498-8556
Sanders, Luella, CCF, RG Oroville, CA 95965 luellasan@hotmail.com 530-533-5775
Schmierer, RG, CCF, CAF, Caron San Rafael, CA 94901 fidresources@aol.com 415-459-3486
Schwarcz, Kim CCF, RG Corte Madera, CA 94925 kschwarcz@comcast.net 415-924-1711
Sells, Laurie CCF, RG Menlo Park, CA 94925 clad@lsells.com 650-854-8588
Simon, Barbara CCF, RG San Francisco, CA 94146-0490 simonassoc_fiduciary@hotmail.com 415-285-3233
Sprinkel, Vera E. Larkspur, CA vsprinkel@sbcglobal.net 415-461-2110
Steinke, John "Jack" Salinas, CA 93908 kriebs@redshift.com 831-484-1110
Stine, Joanne Holman Redwood City, CA jstine@prodigy.net 650-556-1495
Teeters, Jack Santa Monica jeteeters@charter.net 800-300-4856
Thomas, Herb Alameda herb@herbthomas.com 510-749-8358
Toth, Sharon CCF, RG San Leandro, CA 94577 stoth@imtassociates.com 510-352-6000
Wright, Betty M., CCF, RG Sacramento, CA bmw90@sbcglobal.net 916-391-4034

 

Charitable Remainder Trust Administration
Name City Email Phone
Adler, Elizabeth Vallejo, CA 94590 adlerfidu@comcast.net 707-554-9812
Backhouse, Christine Campbell, CA 95008 christine@backhousefiduciary.com 408-364-1400
Cariveau, Tom Lakeport, CA 95453-1260 tctrustee@yahoo.com 707-263-0808
Cooter, Lucille R. Sunnyvale, CA 94088-1447 lucy@cooterfiduciary.com 408-774-1456
De Petris, Jacquie CCF, RG, LCSW Monterey, CA 93940 JKD@elderfocus.com 831-643-2457
Dolch, Debra, CCF, RG San Francisco, CA 94107 debrajdolch@fiduciaryservices.net 415-543-2121
Gardner, CCF, RG, Michael R. El Cerrito, CA 94530 gardnerfiduciary@sbcglobal.net 510-528-3613
Gray, Linda Pleasanton, CA 925-462-5407
Helms, Kenna S. Menlo Park, CA kenna@kennahelms.com 650-321-8181
Hyden, Timothy San Ramon, CA 94583 www.privatefiduciary.com 925-831-0636
Kaplan, Douglas Davis, CA 95616 douglaskaplan@sbcglobal.net 530-753-6725
Lambie, Richard H. CCF, RG San Jose, CA 95128-5123 richard@rhlambie.com 408-551-2122
Marchi, Gene, CCF, RG Mill Valley, CA 94941 gene@marchiandsmith.com 415-383-9777
Nord, Jim CCF, RG Napa, CA 94559 napatrust@aol.com 707-255-5429
Ocana, Shelley CCF, RG Santa Rosa, CA 95402-6100 ocana@sonic.net 707-528-1364
Schmierer, RG, CCF, CAF, Caron San Rafael, CA 94901 fidresources@aol.com 415-459-3486
Simon, Barbara CCF, RG San Francisco, CA 94146-0490 simonassoc_fiduciary@hotmail.com 415-285-3233
Sprinkel, Vera E. Larkspur, CA vsprinkel@sbcglobal.net 415-461-2110
Steinke, John "Jack" Salinas, CA 93908 kriebs@redshift.com 831-484-1110

 

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Professional Fiduciary Association of California
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Sacramento, CA 95814
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