
70 years
of experience

Fee-Only
Financial Advisors

Licensed, bondable
and regulated

Reliable
professionals

Personal
service
PFS combines the best qualities of a corporate trustee – security & continuity with personalized services of a private trustee: attention to detail, the person you meet is the person in charge, focus is on the client’s wellbeing while your assets are managed by an independent professional fee only fiduciary registered investment advisor.
With more than 30 different investment firms and financial institutions, we focus on asset allocation & performance monitoring with a specific personalized approach for each of our clients.
70 years
of experience
Fee-Only
Financial Advisors
Licensed, bondable
and regulated
Reliable
professionals
Personal
service
We have the talent and experience to manage equities, bonds, real estate (residential and investment) and businesses with the understanding that family issues and care management require a 24/7 commitment.
Professional Fiduciary Services (PFS) is the largest Orange County group of licensed, bondable, independent fiduciaries who serve as Successor Trustees for Living Trusts, Charitable Trusts, Special Needs Trusts, Marital & Exemption Trusts, Life Insurance Trusts, Lifetime Benefit Trusts and Legacy Trusts.
Our services include:
We’ll be happy to get you started in the right direction with a 30-minute, no-obligation call. Call us at 949-600-8625 or email us at pete@trusteepro.com
Or contact us through our website.
Professional Fiduciary Services
24361 El Toro Road, Suite 260
Laguna Woods, CA 92637
20351 Irvine Avenue, Suite C3
Newport Beach, CA 92660
Telephone: (949) 600-8625
Fax: (949) 608-3593
Direct phone numbers for each PFS member are located on the team page.