About Me

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Rita is a Licensed Professional Fiduciary and National Certified Guardian based in San Jose, California, known for her compassionate approach and her commitment to serving individuals and families with integrity and care. She also serves as Treasurer for the Silicon Valley Chapter of the Professional Fiduciary Association of California.

With a natural passion for helping others, Rita has built a career dedicated to supporting the elderly, individuals with special needs, and minors. Her work includes serving as a court‑appointed estate administrator in probate matters, acting as trustee for private and supplemental needs trusts, and representing clients as an agent under power of attorney for both personal and estate‑related decisionsRita holds a degree in Business Science Management from the University of Rhode Island and completes ongoing continuing education to meet the annual requirements of the California Professional Fiduciary Bureau. Her professional background spans roles in financial services, trust administration, and fiduciary case management, including positions at Atlantic Bancorp, Wells Fargo, Dragomir Fiduciary Services, and Hersh & Associates, as well as operating her own fiduciary practice.

Known for her thoroughness and reliability, Rita is experienced in preparing fiduciary accountings and coordinating with legal, tax, financial, and real estate professionals to ensure accuracy and transparency. As an independent fiduciary, she partners with a trusted network of specialists who provide court accounting, tax preparation, investment management, real estate services, and estate planning support.

Rita’s blend of compassion, experience, and professional expertise allows her to deliver thoughtful, client‑centered fiduciary services tailored to each individual’s unique needs.

• 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

• 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