Julie is a California Licensed Professional Fiduciary (CLPF #346) and Certified Care Manager (CMC) with a Masters degree in Gerontology who has served as the Trustee, Trust Advocate and Care Manager for numerous special needs trusts (SNTs).  She is frequently asked to serve in these capacities by private individua...

(510) *** ****

Welcome to my firm, PF Wealth Management Group. Contrary to some beliefs "PF" is not based on my initials arranged in reverse. The letters "PF" stands for "People First" and building a practice based on client-centered financial services. Having an investment strategy is not enough, we be...

(510) *** ****