About Me
General background
I am a licensed Professional Fiduciary and a Certified National Guardian based in San Jose, California. Additionally, I serve as the Treasurer for the Silicon Valley Chapter of the Professional Fiduciary Association of California. My fiduciary practice is named Kiriaki Fiduciary Services, and I manage this practice in Willow Glen, San Jose.
In my role, I can serve as a court-appointed estate administrator in probate matters, act as a trustee for private trusts and third-party supplemental needs trusts, and represent individuals as an agent under a power of attorney for both personal and estate matters.
In addition to my fiduciary license, I hold a degree in Business Science Management from the University of Rhode Island. I regularly attend educational courses to fulfill the mandatory annual requirements set by the California Professional Fiduciary Bureau. Additionally, I serve as the treasurer of the Silicon Valley Chapter of the Professional Fiduciary Association of California.
Throughout my career, I have worked in various positions, including Mortgage Broker Coordinator at Atlantic Bancorp, Mortgage Sales Associate at Wells Fargo, Fiduciary Account Manager at Dragomir Fiduciary Services, Associate Fiduciary at Hersh & Associates, and Business Owner/Manager at Kiriaki Fiduciary Services, LLC. I also hold a National Certified Guardian certification.
Over the past fourteen years, I have gained valuable hands-on experience by assisting other fiduciaries with their trust cases. Additionally, I am proficient in preparing fiduciary accountings.
As a self-employed individual, I bring a team of specialists who can prepare court accounting, taxes, real estate, investment management, and estate planning. My education, experience, licenses, and knowledge have prepared me to meet the unique needs of my clients.
Certification & Education
- California Licensed Professional Fiduciary, License #1080.
- Nationally Certified Guardian
- Business Science Management, University of Rhode Island
- Certificate in Professional Management for Trustees, California State University, Fullerton
- Certificate in Professional Fiduciary Management for Conservators, California State University, Fullerton
group & association
- Treasurer and a member of the Silicon Valley Chapter of the Professional Fiduciary Association of California
- Member of Silicon Valley Bar Association
- Member of Santa Clara County Estate Planning Council
