Three simple words through which we've practiced our profession since the beginning:
peace, love, trust
Finest City Fiduciary is a full service professional fiduciary management company and proud to offer private administration of the documents listed below for all of Greater San Diego.
current rate: $150/hr
With over eight years as a professional fiduciary in San Diego County, we assess and approach each case with a unique management plan designed to maximize independence while vehemently protecting privileged information. Ultimately, our goal is to use our experience to advocate policies and improve the mindsets that outline the way America provides for citizens that need extra care, both young and old.
Dion Davis has years of experience as a professional fiduciary in San Diego County and is passionate about people, service, and building trusting relationships. He’s compassionate, empathetic, and with the help of a dedicated team of colleagues, will work hard to provide his clients a well-deserved environment of peace, love, and trust.
Out of an abundance of caution for the safety of our team and our clients, we'll be postponing in-person client meetings or visitors for the foreseeable future. We are still reachable by phone or email and are happy to facilitate Zoom video chat sessions as well.
I am a friendly, authentic, stick-to-my-guns private fiduciary manager who meets most challenges first with my smile.
My objective is to provide first-class professional fiduciary management services to my clients throughout San Diego County. I would also like to impress upon all, that end-of-life care plans should become less postponed and a more embraced topic during family conversations.
My very first client used the word "stick-to-itiveness" to describe me. I had never heard the word before nor will I ever forget it. Thank you M.C. Rest in peace.
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NOTIFICATION TO CONSUMERS:
Professional Fiduciaries are licensed and regulated by the State of California, Department of Consumer Affairs, Professional Fiduciaries Bureau
Telephone: (916) 574-7340 Website: Fiduciary.ca.go