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Bankruptcy Administration
Name City Email Phone
Backhouse, Christine Campbell, CA 95008 christine@backhousefiduciary.com 408-364-1400
Dolch, Debra, CCF, RG, CLPF San Francisco, CA 94107 debrajdolch@fiduciaryservices.net 415-543-2121
Dragomir, CCF, RG, Mike San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
McVey-Ritsick, Pat CCF, RG, CLPF Pleasant Hill, CA 94523 PMRFiduciary@comcast.net 925-627-1593

 

Bill Payment Services
Name City Email Phone
Chandler, Stevan, CCF, RG, CLPF San Mateo, CA 94401 s-e-chandler@sbcglobal.net 650-344-3233
Garcia, Deborah, CCF, RG Union City, CA 94587 deborah@professionalconservator.com 510-441-7056
Kiel, Jutta, CCF, RG, CLPF Santa Clara, CA 95051 juttakiel@aol.com 408-296-0160
Marshall, Russell CCF, RG Campbell, CA 95009 russ@marshallfiduciary.com 408-874-0999

 

Care Management
Name City Email Phone
Berg, Lisa J., MSW, CLPF, CCF, RG Sacramento, CA 95816-1653 lisajberg@earthlink.com 916-563-0200
Harvey, Cynthia, CCF, RG, CLPF Chico, CA ecs7650@sbcglobal.net 530-879-7650
McVey-Ritsick, Pat CCF, RG, CLPF Pleasant Hill, CA 94523 PMRFiduciary@comcast.net 925-627-1593
Nelson, Shirley CCF, RG, CLPF Walnut Creek, CA 94598 slnfidu@astound.net 925-933-1660

 

Case Management
Name City Email Phone
Garcia, Deborah, CCF, RG Union City, CA 94587 deborah@professionalconservator.com 510-441-7056
McVey-Ritsick, Pat CCF, RG, CLPF Pleasant Hill, CA 94523 PMRFiduciary@comcast.net 925-627-1593
Nelson, Shirley CCF, RG, CLPF Walnut Creek, CA 94598 slnfidu@astound.net 925-933-1660
Toth, Sharon CCF, RG, CLPF San Leandro, CA 94577 stoth@imtassociates.com 510-352-6000
Wright, Betty M., CLPF Sacramento, CA bmw90@sbcglobal.net 916-391-4034

 

Consulting
Name City Email Phone
Dragomir, Mike, CCF, RG San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Harvey, Cynthia, CCF, RG, CLPF Chico, CA ecs7650@sbcglobal.net 530-879-7650
McVey-Ritsick, Pat CCF, RG, CLPF Pleasant Hill, CA 94523 PMRFiduciary@comcast.net 925-627-1593
Phipps, Scott CCF, RG, CLPF Oakland, CA 94610 phisco2@yahoo.com 510-508-9588
Wright, Betty M., CLPF Sacramento, CA bmw90@sbcglobal.net 916-391-4034

 

Expert Witness
Name City Email Phone
Marshall, Russell CCF, RG Campbell, CA 95009 russ@marshallfiduciary.com 408-874-0999

 

Fiduciary Accounting
Name City Email Phone
Dragomir, Mike, CCF, RG San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Griffiths, Christina Sacramento, CA 95821 cmpayan@aol.com 916-488-8030

 

Financial and Health Care, Enrolled Agent, Tax Specialist, Individual, Fiduciary, Estate, Prior Year
Name City Email Phone
Simon, Barbara CCF, RG San Francisco, CA 94146-0490 simonassoc_fiduciary@hotmail.com 415-285-3233

 

Functional and Medical Assessment
Name City Email Phone
McVey-Ritsick, Pat CCF, RG, CLPF Pleasant Hill, CA 94523 PMRFiduciary@comcast.net 925-627-1593

 

 

Informal Assistance; Court Accounting
Name City Email Phone
Dragomir, CCF, RG, Mike San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Roye, Linda Sacramento, CA 95816-1298 lroye@surewest.net 916-498-8556

 

Mediator
Name City Email Phone
Logan, Jan CCF, RG Sebastopol, CA 95472 janloganppfs@comcast.net 707-823-8263
Nord, Jim CCF, RG Napa, CA 94559 napatrust@aol.com 707-255-5429

 

Personal Financial Management
Name City Email Phone
Cooter, Lucille R. Sunnyvale, CA 94088-1447 lucy@cooterfiduciary.com 408-774-1456
Dragomir, CCF, RG, Mike San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Phipps, Scott CCF, RG, CLPF Oakland, CA 94610 phisco2@yahoo.com 510-508-9588
Stine, Joanne Holman, CLPF Redwood City, CA jstine@prodigy.net 650-556-1495

 

Power of Attorney
Name City Email Phone
Dragomir, Mike, CCF, RG San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Kiel, Jutta, CCF, RG, CLPF Santa Clara, CA 95051 juttakiel@aol.com 408-296-0160
Lambie, Richard H. CCF, RG, CLPF San Jose, CA 95128-5123 richard@rhlambie.com 408-551-2122
McVey-Ritsick, Pat CCF, RG, CLPF Pleasant Hill, CA 94523 PMRFiduciary@comcast.net 925-627-1593
Nelson, Shirley CCF, RG, CLPF Walnut Creek, CA 94598 slnfidu@astound.net 925-933-1660
Simon, Barbara CCF, RG San Francisco, CA 94146-0490 simonassoc_fiduciary@hotmail.com 415-285-3233
Toth, Sharon CCF, RG, CLPF San Leandro, CA 94577 stoth@imtassociates.com 510-352-6000
Nord, Jim CCF, RG Napa, CA 94559 napatrust@aol.com 707-255-5429

 

Other
Name City Email Phone
Backhouse, Christine Campbell, CA 95008 christine@backhousefiduciary.com 408-364-1400
Leo F. Bautista, CLPF, RG, CCF Berkeley, CA 94704 habnfun@pacbell.net 510-332-6826
Below, Susie L. Oroville, CA 95965 Susie_below@sbcglobal.net 530-532-1757
Bogg, Jano Arnold, CA janobogg@yahoo.com 209-795-2503
Cariveau, Tom, CLPF Lakeport, CA 95453-1260 tctrustee@yahoo.com 707-263-0808
De Petris, Jacquie CCF, RG, LCSW Monterey, CA 93940 JKD@elderfocus.com 831-643-2457
de Vries, Barbara CCF, RG, CLPF San Francisco, CA 94103 lmabdv@earthlink.net 415-558-8755
Dragomir, Mike, CCF, RG San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Ford, Susan A. San Francisco, CA 94133 suford@peoplepc.com 415-674-8973
Hake, Marilyn Yuba City, CA 95991 horizon@fiduciarysvcs.com 530-673-3669
Huber, Richard E. Coarsegold, CA 93614 rehuber@sti.net 559-658-8500
Kaplan, Douglas, CLPF Davis, CA 95616 douglaskaplan@sbcglobal.net 530-753-6725
Moroney, Mollie, CLPF, CCF, RG Millbrae, CA 94030-0938 mmmfs@pacbell.net 650-692-3417
Sanders, Luella, CLPF Oroville, CA 95965 luellasan@hotmail.com 530-533-5775
Schmierer, Caron, RG, CCF, CAF, CLPF San Rafael, CA 94901 fidresources@aol.com 415-459-3486

 

Probate Administrator
Name City Email Phone
Dragomir, Mike, CCF, RG San Jose, CA 95125 mike@dragomirfiduciary.com 408-978-8101
Moroney, Mollie, CLPF, CCF, RG Millbrae, CA 94030-0938 mmmfs@pacbell.net 650-692-3417
Nelson, Shirley CCF, RG, CLPF Walnut Creek, CA 94598 slnfidu@astound.net 925-933-1660

 

Real Estate Sales of Probate Property
Name City Email Phone
Marshall, Russell CCF, RG Campbell, CA 95009 russ@marshallfiduciary.com 408-874-0999

 

Receiver
Name City Email Phone
Cariveau, Tom Lakeport, CA 95453-1260 tctrustee@yahoo.com 707-263-0808
Davis, Dr. John Rowden D.P.A., CCF, RG Palo Alto, CA 94303-2903 rowddavis@datatamers.com 650-324-2261
Nord, Jim CCF, RG Napa, CA 94559 napatrust@aol.com 707-255-5429

 

Senior Care Consultants
Name City Email Phone
Byrne, Leslie M., CLPF, CCF, RG San Leandro, CA 94577 lmbyrne@yahoo.com 510-635-0355

 

VA, Fed, SS Payee
Name City Email Phone
Garcia, Deborah, CCF, RG Union City, CA 94587 deborah@professionalconservator.com 510-441-7056
McVey-Ritsick, Pat CCF, RG, CLPF Pleasant Hill, CA 94523 PMRFiduciary@comcast.net 925-627-1593

 

 
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Professional Fiduciary Association of California.
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Professional Fiduciary Association of California
One Capitol Mall, Suite 320
Sacramento, CA 95814
866-886-7322 or 916-669-5330
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