Chris Cooper is a Certified Financial Planner and Fiduciary licensed by the state of California Fiduciary Bureau. As a professional fiduciary, his goal is to help older adults live independently, safely, and with dignity; whether it is in their own homes or alternative living situations. He works with seniors, baby boomers, and disabled persons to manage and protect their day-to-day finances, investment, estate while ensuring their physical and mental well-being.
What Does a Fiduciary do?
A fiduciary, regardless of whether he is a family member or a professional, is responsible for managing the care, safety, and well being of the person for whom they are appointed. A professional fiduciary is also responsible for the management of their assets. As a trustee, a fiduciary carries out the terms of the trust and manages the trust assets. They are appointed by an individual or a court to assume a position of trust and responsibility. As a conservator, a fiduciary is responsible for managing the estate and personal affairs of an individual who had been legally determined to be physically or mentally incapacitated.
Why Should You Hire a Professional fiduciary in California?
A professional fiduciary helps manage the financial affairs of people who aren't capable of handling their responsibility. While family members, friends or other professionals (such as CPAs) can sometimes take on these tasks, it's often a good idea to hire an independent third party who has specific fiduciary training and expertise. Hiring a professional fiduciary in California helps avoid conflict between loved ones and protects the incapacitated person from financial abuse. They are also of great help when family members live far away and their loved one needs assistance, or when the family member lacks the time or expertise to manage another person's affairs on their own.
What are the Benefits of Hiring a Certified Financial Planner and Fiduciary?
A professional, as well as a private fiduciary in California, can:
● Help avoid financial abuse and losses
● Minimize conflict and stress among family members and loved ones
● Offer access to expert knowledge and experienced professionals (CPAs and attorneys)
Professional Fiduciary Services in San Diego
As a Professional Fiduciary and Certified Financial Planner in San Diego, California, Chris Cooper assists with the following:
● Estate management
● Filing and paying taxes
● Household management
● Employing caregivers and nurses
● Property management
● Other professional services as needed
To learn more about how hiring a Professional Fiduciary and Certified Financial Planner in Toledo, Ohio, and San Diego, CA can help protect your loved one and make your life less complicated, contact us today. Fees are hourly starting at $250/Hour. Management Fees of Trusts are 1% of value of trust assets.