Richard Huntington, CFP, CLPF
Phone: (949) 600-8625
Cell: (949) 748-0911
Fax: (949) 608-3593
Email: richard@trusteepro.com
Professional Fiduciary Services is proud to have Richard Huntington, CFP, age 54, as a member of the group for over 15 years. Richard is California Licensed Professional Fiduciary and serves in various fiduciary capacities, including: as trustee of simple and complex trusts, including charitable remainder, special needs, and federal Bankruptcy Court plan trusts, as receiver, as executor, as administrator, and as agent under both power of attorney for finance and advance health care directive documents. Richard is dedicated to serving the best interests of his clients and regularly appears in front of state and federal courts to protect them.
In addition to being a Certified Licensed Professional Fiduciary, Richard earned the prestigious Certified Financial Planner (CFP) designation. The CFP examination is based on real life financial planning situations and passing the test demonstrates a high level of competency in financial management. The CFP designation affords a specialized knowledge of financial planning, asset allocation, business structure, and estate planning. Richard has also passed Level I of the Chartered Financial Analyst (CFA) program — a program with a deep dive into mathematical parameters of investments for professional companies.
With his many years of experience, Richard excels at managing and working with professionals for every situation. He manages all business structures and corporations for the client, navigates complex family dynamics, and works closely with CPA’s, financial advisers, lenders, property and business managers, and doctors and care managers. Recently, Richard sold a commercial property as Bankruptcy chapter 11 Plan Trustee appraised at $9.5M for a sale price of $16.7M. Richard incorporates his special financial knowledge, skill and experience to collaborate with the needed professionals to reach a positive solution for the client. Richard serves his clients with the highest level of integrity and compassion and is considered a well experienced and knowledgeable fiduciary in his community and amongst his peers.
Since joining the team, Richard has served as moderator for Peter Kote’s “It’s Your Money” and “It’s Your Estate” workshop programs. After several decades of workshops, the program has matured into Financial and Estate Literacy, a non-profit 501c3 organization. The workshops are held at area senior centers to educate the community in financial and estate planning. Encouraging the students to control and formulate their own financial and planning decisions. Richard has been a featured guest on the radio show “Where There’s a Will, There’s a Way” hosted by Brian Berg and Howard Serbin to discuss roles of a private professional fiduciary. Richard has presented for CalCPA on “Role of the Fiduciary.”
He is a graduate from California State University Fullerton (CSUF) having earned a BA in Business Administration with a concentration in Finance. While earning his degree, Richard was awarded the Edward D Cunha Scholarship, CSU Real Estate Scholarship and Orange County Chapter of RIMS Scholarship. Further, as part of a three-student team, Richard was a finalist for the American Express Planning Invitational, a national financial planning competition.
Richard has lived in Mission Viejo, California since 1972, while attending grade school in Laguna Beach at St. Catherine/St. Nicholas and then high school at Mater Dei in Santa Ana. He attended San Diego State University for three years prior to transferring to CSUF. He is married and has a daughter graduated from college.
Memberships:
Orange County Estate Planning Council
California Receivers Forumma
Orange County Bankruptcy Forum
Professional Fiduciary Association of California
Orange County Bar Association – Estate, Conservatorship, Elder Law sections
Awards:
Wealth Counsel Certificate of Achievement “A Trustee’s Duty of Care Under the UPIA”
Registrations & Licenses:
California Licensed; Professional Fiduciary Bureau – # PF 310
Certified Financial Planner – CFP # 77942
Maria Umphress
Phone: (949) 600-8625
Cell: (949) 315-6433
Email: maria@trusteepro.com
Richard Huntington is proud to welcome Maria Umphress as a partner with his individual and family fiduciary work. If Richard is named in a document, Maria will be working side by side with him, bringing even more skills and attention to the family and process.
A highly skilled, experienced, and compassionate service provider, Maria excels in providing clients with timely and accurate communication to ensure their needs are met. Having received extensive and comprehensive training from Richard on all aspects of professional fiduciary duties for more than five years, Maria has proven herself a trusted professional to the group and its valued clients. In the course of her assignments with Richard, she has prepared fiduciary accountings for submittal to the courts, including federal bankruptcy accounting and reporting. Maria is currently enrolled in California State University, Fullerton and on course to achieve her certification as a California Licensed Professional Fiduciary in the summer of 2023.
In addition to her assignments with Richard, Maria has received extensive training and gained critical experience under the tutelage of Barbara Willey (CPA), specifically in the areas of tax preparation for trusts and estates.
Maria is the owner and founder of Back Office Support Services (BOSS) since 2017. Back Office Support Services provides all aspects of bookkeeping including: management of financials, account reconciliation, AP & AR, fiduciary accounting for trusts, conservatorships, probate. Acting liaison for clients with third parties including real estate brokers, CPA’s, financial institutions, caregiving agencies, contractors, estate sales, insurance carriers, employees, tenants and utility companies.
Prior to her involvement in this aspect of business, Maria served within a private environmental company that achieved incredible growth over a fifteen-year span. Maria was instrumental in the company’s development and played key roles in nearly all aspect of the business from customer service, regulatory compliance, accounting, payroll, logistics, human resources, and senior management. Maria is fully fluent in Spanish.
Maria is a member of the Professional Fiduciary Association of California (PFAC), and a Non-Attorney Associate member of the Orange County Bar Association (OCBA).
A life-long resident of Southern California, Maria enjoys hiking in the forest behind her home as often as she can, chasing her faithful Labrador “Beans.” Maria along with her husband Kirt are the proud parents of five kids and like to spoil their two grandkids.
