Team Members
Two full time Client Account Managers provide detailed administrative services for the business. The office manager maintains records and supports the banking, real estate, and other functions. All staff coordinate with attorneys, CPAs, realtors, and medical service providers.
Jamie Rebagliati - CLPF, NCG
- Client Account Manager -
- Manage client’s estates, trusts, probate estates, and court appointed conservatorships. Responsible for investment analysis, researching trust documents, tax and medical issues, fiduciary court accounting, client accounting, bill paying, analysis of financial status and needs.
- Complex estate and trust management, including IPO stock valuation, exercise and sale; supervision of multiple residential units with deferred maintenance upgraded for enhanced rental income.
California Licensed Professional Fiduciary, National Certified Guardian, Past President and Member of the Santa Clara County Estate Planning Council, Member of the Professional Fiduciary Association of California, Member of the Silicon Valley Bar Association
Neeta Tagare - CLPF, NCG
- Client Account Manager -
- Client Account Manager -
- Manage Client’s estates, Trusts, probate estates and court appointed conservatorships.
- Responsible for investment review preparation, researching trust documents, tax and medical issues, fiduciary court accounting, client accounting, bill paying, analysis of financial status and needs.
-Complex Real estate transactions, supervising commercial and residential property management
California Licensed Professional Fiduciary
National Certified Guardian
Member of the Santa Clara County Estate Planning Council
CTEC Certification, Registered Tax Preparer
Angela C. Rodrigues - CLPF, NCG
- Project Manager -
- Manage client’s estates, trusts, probate estates, and court appointed conservatorships.
- Researching trust documents, tax and medical issues, fiduciary court accountings, verify and process outgoing checks to vendors.
- Prepare, allocate, and route deposits for clients, oversee and
follow up on pending tasks, and compile documentation for CPAs, attorneys, and realtors.
California Licensed Professional Fiduciary, National Certified Guardian, Member of the Santa Clara County Estate Planning Council, Member of the Silicon Valley Bar Association, Member of the Professional Fiduciary Association of California, Notary Public