Elizabeth "Lisa" Soloway, CLPF

Soloway Fiduciaries Inc.

Elizabeth "Lisa" Soloway, CLPF

Soloway Fiduciaries Inc.

Elizabeth "Lisa" Soloway, CLPF

Soloway Fiduciaries Inc.


Elizabeth, known by her nickname "Lisa", has been a practicing independent fiduciary since 2002, as her creativity and relish of numbers and people are the perfect combination for this area of practice. She is known for her professionalism, empathy, and attention to detail.

Lisa attended New York University’s Tisch School of the Arts and the University of California, San Diego where she graduated cum laude and received her B.A. in Theater Arts. While pursuing her interest for theater in Los Angeles, Lisa was the Business Manager of a trend jewelry manufacturer with over $2 million in sales a year and a factory in Mexico. Subsequently she became a consultant for businesses setting up bookkeeping and inventory systems. She earned a certificate in Fiduciary Management of Trusts from California State University, Fullerton and worked in the office of an Independent Fiduciary in Pasadena from 2002 to 2003.

Lisa moved back to the Bay Area in 2004 and joined her father, Leonard Soloway, C.P.A., in his fiduciary practice. In 2008, Leonard and Lisa became partners and formed Soloway Fiduciaries, Inc.

Lisa is a California Licensed Professional Fiduciary with the State of California Professional Fiduciaries Bureau. She is a member of the Professional Fiduciary Association of California and board president of the Estate Planning Council of Diablo Valley. Lisa also sits on the board for Wellspring Educational Services and the East Bay Regional Center.

Lisa Soloway has worked with many probate and trust attorneys. Please ask for professional references.

Firm Description

Solofid Trust Company offers private professional fiduciary services, which include trust administration, estate administration, conservatorships of the estate and person, and serving as an agent under power of attorney for financial and healthcare needs. We develop and execute financial strategies in tandem with your care and/or estate plan to ensure your wishes and assets are handled in accordance with the detailed intentions that define your legacy.


Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM


What Is a Special Needs Planner?

Main Office

3559 Mount Diablo Blvd.
Lafayette, CA 94549

On the web

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