About Me

I am a licensed Professional Fiduciary and Certified National Guardian in San Jose, California. My fiduciary practice is called Kiriaki Fiduciary Services. I manage and run a fiduciary practice, I can be court-appointed estate administrator in probate matters, serve as a trustee of a private trusts and third party supplemental needs trusts and finally, act as agent under a power of attorney of the person and estate.

In addition to my fiduciary license, I hold a Business Science Management Degree from the University of Rhode Island. I regularly attend educational courses to comply with mandatory annual requirements from the California Professional Fiduciary Bureau.

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 trusts cases. Additionally, I am proficient in the preparation of 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.

• 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

• Member of the Professional Fiduciary Association of California
• Member of Silicon Valley Bar Association
• Member of Santa Clara County Estate Planning Council