Who we are

Kristina Coley is a California Licensed Professional Fiduciary (license #1329).

Kristina has been performing limited fiduciary duties since 1997 at which time she began her income tax business and prepared income taxes for approximately 150 clients. In 2019, Kristina began working for a Fiduciary company in Walnut Creek while attending University of California Riverside, where she earned her certificate in Fiduciary Management. In December of 2020, Kristina earned her Bachelor’s Degree in Applied Studies from Brandman University. With a deep passion and interest to continue her work in the Fiduciary field, Kristina passed the exam to earn her the title of Professional Fiduciary and now has her own Fiduciary business in Northern California. Kristina continues to learn, and grow in every aspect of the management of Estates and Trusts.