Tel: (949) 600-8625
Cell: (949) 288-3674
Lee Naujock is a California Licensed Professional Fiduciary (#1188) and National Certified Guardian serving clientele in Orange County, California.
He is a graduate of California State University, Fullerton (CSUF) where he earned his Bachelor of Arts Degree in Business Administration, Finance with a dual emphasis in Real Estate Advisory, and Corporate and International Financial Management.
After earning his degree at CSUF, Lee worked as Executive Assistant to the Chief Executive Officer at a philanthropic corporation where he managed a musical stage play production, charitable sponsorships, and non-profit civic awareness projects. His position gave him a unique perspective on the entertainment industry, American politics, and philanthropy.
Lee has experience serving as a professional trustee, assisting in estate planning, and executing charitable giving plans. His background also includes managing residential and commercial property including single family homes, multi-family residential buildings, and radio tower sites.
Separate from serving as a California Licensed Professional Fiduciary, Lee owns and operates Reliable Money Management LLC, a Daily Money Management company focused on bringing clarity and order to client’s finances with compassion, confidentiality, and expertise while following the highest ethical fiduciary standards.
Lee is a member of the Professional Fiduciary Association of California (PFAC), the American Association of Daily Money Managers (AADMM), and a Non-Attorney Associate member of the Orange County Bar Association (OCBA).
In his free time, Lee keeps busy working on home improvement projects, spending quality time with family and friends, and discovering new local restaurants with his wife.
Lee resides in Laguna Niguel, CA.