A Trusted Expert to Step In
When Life Is Too Much To Manage
Sometimes you can’t manage alone.
Whether it’s continuing to handle your own affairs, or providing care, advocacy and financial management for a loved one, you may need someone else to step in and take the reins.
I am a trusted expert whose full time mission is to do just that.
Noel Parker, CLPF, NCG, MBA
California Licensed Professional Fiduciary #835
4200 Park Blvd, #100, Oakland, CA 94602
Noel.A.Parker@gmail.com
(510) 260-3520
What is a Fiduciary?
Fiduciary (fĭ-do͞o′shē-ĕr′ē) (noun) A person who has an obligation – usually legally enforced – to act for another's benefit.
A professional fiduciary is trained and licensed by the state to manage the financial and/or personal affairs of others. We are mandated by law to adhere to the highest standards of any professional. Our roles include trustee, conservator, attorney-in-fact (under power of attorney), money manager, and healthcare delegate.
Fiduciary (fĭ-do͞o′shē-ĕr′ē) (noun) A person who has an obligation – usually legally enforced – to act for another's benefit.
A professional fiduciary is trained and licensed by the state to manage the financial and/or personal affairs of others. We are mandated by law to adhere to the highest standards of any professional. Our roles include trustee, conservator, attorney-in-fact (under power of attorney), money manager, and healthcare delegate.