Professional fiduciary
services, personally
delivered.

Expertise, presence, and genuine care for some of life's most complex tasks.

Sonoma County, California

ABOUT

Sarah Trejo is a California Licensed Professional Fiduciary in private practice in Sonoma County. She serves as trustee, successor trustee, executor, and financial power of attorney for a select group of clients.She brings more than 16 years' experience as owner and manager of a financial planning firm to her practice, with an emphasis in practice management, technology, and client service.Sarah believes that fiduciaries perform a special role as helpers and problem solvers. She is known for listening, building relationships, and calmly handling some of life's most complex tasks.Aside from serving her clients, she serves her community. She is Treasurer of the Northern CA Region of the Professional Fiduciaries Association of California (PFAC), Vice President of the Sonoma County Chapter of PFAC, Board President of Community Support Network, and volunteers with the Sonoma County Parks Foundation on their Finance Committee. She teaches spin classes, bakes sourdough bread, travels, and enjoys spending time with her husband Matt, their Golden Retriever, Bayou, and friends and family near and far.

Let's Talk

If you are working with a financial advisor, estate planning attorney, or other professional advisor and want to discuss whether we might be a fit, I welcome the conversation.Initial consultations are complimentary and confidential.

Phone:

• (707) 385-1594

Email:

• [email protected]

Mailing Address:

1275 4th Street, #262
Santa Rosa, CA 95404

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